Compare SmartOffice and Wealthbox CRM 
- Users report that SmartOffice has a lower entry-level price at $70.00 compared to Wealthbox CRM's $59.00, making it a more accessible option for small businesses looking to manage their operations on a budget.
- Reviewers mention that Wealthbox CRM excels in ease of use with a score of 9.3, while SmartOffice lags behind at 7.5, indicating that users find Wealthbox more intuitive and user-friendly for daily tasks.
- G2 users highlight that SmartOffice's quality of support is rated at 7.4, which is significantly lower than Wealthbox CRM's 8.8, suggesting that users may experience better assistance and resources when using Wealthbox.
- Users on G2 report that SmartOffice's automation features score 7.9, but Wealthbox CRM shines with a higher score in task management at 9.0, indicating that users find Wealthbox more effective for managing and automating their workflows.
- Reviewers say that SmartOffice has a lower product direction score of 6.7, while Wealthbox CRM boasts a score of 8.8, suggesting that users feel more confident in Wealthbox's future development and enhancements.
- Users report that Wealthbox CRM has a more extensive total number of reviews (102) compared to SmartOffice (26), which may indicate a larger user base and more community feedback to rely on when making a decision.
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
We love smart office. Keeps us organized and on the same page.
The system can be quite the eyesore. So much information is displayed at once. It can be confusing as to what to click next for the information you are searching for.
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process.
We love smart office. Keeps us organized and on the same page.
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
The system can be quite the eyesore. So much information is displayed at once. It can be confusing as to what to click next for the information you are searching for.
No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process.
