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.

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.