Wealthbox CRM Reviews & Product Details - Page 2

The interface is intuitive and user-friendly. It's easy to keep track of notes and client data, and generally easy to export it to other software when needed. Review collected by and hosted on G2.com.

The workflows are very limited and almost "clunky." Review collected by and hosted on G2.com.

Intuitive and easy to use. It has 95% of everything I could hope for in a CRM and Workflow management system. Review collected by and hosted on G2.com.

Can't think of anything. If I could add a feature it would be better access to the user community to see how other businesses like mine are using Wealthbox. Review collected by and hosted on G2.com.

Wealthbox is extremely user friendly and simple to set-up, learn, and maintain. It does everything we need in a CRM and integrates well with the rest of our tech stack. Review collected by and hosted on G2.com.

We would like to be able to add custom fields to the main client or household page. This is not a major issue, but that customization would be nice to have for our team. Review collected by and hosted on G2.com.

Great user interface. Loads of integrations. Valuable price point. Review collected by and hosted on G2.com.

The email "templates" dovetail with the "themes" functionality. I wish they went the simple approach for these mechanics. Review collected by and hosted on G2.com.

Ease of use and ability to customize to personal preferences and overall practice. Review collected by and hosted on G2.com.

I don't like how the Household Group and the individual Client Record have the exact same fields but they are not linked. Thus, it is very easy to put different data in the same field in two separate places. Everything should be maintained at the Household Group except for individual specific information that would then kept at the Client Record. However, this is not how the system is set up. Review collected by and hosted on G2.com.

Easy onboarding experience and flexbility of integration via API Review collected by and hosted on G2.com.

They are growing their list of integrations and newer platforms are first to integrate them but older legacy platforms may not have full integrations with them yet. Review collected by and hosted on G2.com.

Ease of use and extent of abilities, both on laptop and mobile. Review collected by and hosted on G2.com.

There is nothing I dislike about the product. Review collected by and hosted on G2.com.

The ability to customize to the needs of our firm. Review collected by and hosted on G2.com.

There are a few bells and whistles that aren't availabled but nothing that would convince me to go to another CRM system. Review collected by and hosted on G2.com.

the interface is so easy to navigate. Easy to create custom fields & reports Review collected by and hosted on G2.com.

Wish there were more integrations native to Wealthbox Review collected by and hosted on G2.com.

Wealthbox CRM is highly customizable. It has well-documented APIs to integrate into other systems. I can search reliably and create tasks externally. Low cost for all the features I need. Review collected by and hosted on G2.com.

- The household view does not show the actions related to the individual members. E.g. if I create a workflow to open an account for one spouse that doesn't involve the whole household and I want their information related, I can't see the actions in the overview for the whole household.

- I can't natively create email rules to create tasks for incoming emails.

- I needed to use a third-party aggregator (MS. Power automate) to create tasks for parameters at my custodian (i.e. I wanted to add a task when Schwab sent an alert, but I couldn't do that natively).

- Email is glitchy and sometimes the formatting looks bad, especially if I copy and paste any text. (Experienced on Chrome and Safari) Review collected by and hosted on G2.com.