Wealthbox CRM Reviews & Product Details - Page 3

Wealthbox is fairly intuitive to use. There are a couple of nuances to get accustomed to but it's not like many of the other CRMs that are so robust it overly complicates simple transactions like updating information. Wealthbox allows you to be as detailed or simple as you'd like. You can collect everything from driver's licenses to "most recent annual meeting" or you can keep it simple with name, phone, and contact type. Review collected by and hosted on G2.com.

There is no contact auto syncing function so I have to manually export my contacts into a "google contacts import worksheet" to have it sync to my phone for caller ID. This is very frustrating as there is no way to have caller ID on my phone without syncing to google (or any other 3rd party contact syncing service) but WBox doesnt auto sync with any of these so i have to do it manually. I am aware that WBox can push data to google via zapier but its not a two-way street (for example if i need to delete a phone number, that wont sync).

Also, i will there was a "not urgent" space for tasks to go to get to when complete without NEEDing to pick a due date for the task. For example, "design company logo" thats not crazy urgent, but its 3 weeks "overdue" and its not really overdue its just not urgent. That kind of stuff then muddies the water between important stuff that's actually overdue and stuff thats not urgent. If you dont set a due date, it falls to the bottom of the tasks and get's lost. Review collected by and hosted on G2.com.

I love the simplicity of it, the look and how it integrates with so much of the other technology that I utilize. Being able to sync contacts, both back and forth, between technology platforms is a huge time saver. Love how the workflows work as well. Review collected by and hosted on G2.com.

There's way too much lag time after clicking a button i.e. just waiting for the action to happen after the button click. I don't have this issue with any other technology except Wealthbox. If you can get rid of that lag after clicking a button, that would really be helpful and really speed it up when I'm using the softward. Review collected by and hosted on G2.com.

I've used Wealthbox since opening my RIA firm over ten years ago. I've used their workflows extensively and love the email integrations. The state auditor loved the email connection during my compliance audit. They have extensive integrations which are helpful for my firm. Their customer service team has been outstanding. Review collected by and hosted on G2.com.

I would like to see more efforts to implement two-way integrations with existing providers. Having greater email abilities, such as pre-scheduling emails to coordinate with my workflows, would be a major upgrade for me. Review collected by and hosted on G2.com.

Wealthbox has been a vital part of our firm's growth. It has helped our team stay organized and serve our clients. It's our central hub and we love how it integrates with our other tools! Review collected by and hosted on G2.com.

No major downsides, or else we would've looked for a different solution. There are some minor items that I have shared with the team, but they have always been open to feedback and improving the product. Review collected by and hosted on G2.com.

Wealthbox has a simple dashboard that makes everything accessible. The layout isn't confusing, and you can easily take notes, tag team members or clients, see tasks and workflows, then navigate to whatever else you need to see. The email integration works great with Google Workspace. It's a great system that is the central point of organization in my firm and doesn't add too much complexity or a learning curve. For a new business, it's a great and critical tool to have. There are enough integrations with other tools for what I need at my current firm size. Review collected by and hosted on G2.com.

Workflows and tasks work more like lists - they're not visually appealing or customizable. They work really well functionally, but it would be great to see a notecard-style visual appearance or be able to create a custom visual workflow layout. Review collected by and hosted on G2.com.

Our firm used a popular CRM solution prior (I'm sure you can figure out which one) and it was clunky, slow, and not intuitive - not to mention, expensive. Finding Wealthbox solved so many issues we were having by having features we were missing. They listen to our feedback and roll out new features and their integrations help streamline processes. Review collected by and hosted on G2.com.

Nothing to say at this point. Their solution is serving our needs. I guess I would only say if they could speed up their deployment of exciting new features to continue to make it a great application. Review collected by and hosted on G2.com.

We like the "social media style" feel of the platform and incredible ease of use. It doesn't take days and weeks to get someone up and running...it takes minutes and hours.

The onboarding and migration process is second to none! When their are questions or problems, the support team is super fast in responding and helpful! Review collected by and hosted on G2.com.

It doesn't have all the bells and whistles that some other offerings have, but it is dead simple and meets our needs. Plus, the bells and whistles don't matter much if you don't use them, so there are pros and cons to every system. Review collected by and hosted on G2.com.

It is very user-friendly, easy to navigate, and overall very functional! My favorite feature is the tasks. Managing hundreds of prospects would be impossible without Wealthbox. Review collected by and hosted on G2.com.

There are very few downsides to this software, but I will go over one. The opportunities and workflows I feel could blend better. I am not sure how that would work, but it can be clunky at times. Review collected by and hosted on G2.com.

The platform is very intuitive and is very easy to use. The way it allows you to track your sales funnel and the ability to track emails sent and received and enter notes about client interactions makes this a critical tool for financial advisors. Review collected by and hosted on G2.com.

There wasn't anything I disliked about it! It would be NICE in the future if they allowed you to automatically export sent/received emails into individual PDF files so you can have them during your regulatory reviews. For now, you have to manually download them. Review collected by and hosted on G2.com.

The transition from RedTail was seamless and as advertised. It didn't take much time to get used to navigating and using the system. Integrations are many and easy to connect/start using. The ability to connect to a lot of different providers saves until hours in efficiency. Review collected by and hosted on G2.com.

The cost is a little high, but acceptable. Workflows are a little clunky and the ability to automate tasks is something missing that would make Wealthbox invaluable to a practice. While their customer service is very timely, I'm not a fan of not being able to talk to a human. Review collected by and hosted on G2.com.