Tracking tasks and actions together with the rest of the team. Review collected by and hosted on G2.com.

Process tracking is a bit difficult to get going. Review collected by and hosted on G2.com.

Ease of use and ability to notify co-workers. Review collected by and hosted on G2.com.

Workflows are hard to maintain and aren't as easy to follow. Review collected by and hosted on G2.com.

I love the interface of Wealthbox and how easy it is to use and customize. The customization of the workflows is something you can't compare to any other CRM. Review collected by and hosted on G2.com.

"Enterprise" section can glitch at times which will cause you to have to remake a workflow multiple times. Review collected by and hosted on G2.com.

Wealthbox is easy to use, meets all my needs, and integrates well with gSuite, eMoney, Simplii VOIP, and other services that make up my tech stack. Review collected by and hosted on G2.com.

There are a few minor updates that I would like to see made which seem like easy changes to me. I have made suggestions to Wealthbox but have not been responded to. Review collected by and hosted on G2.com.

I've used several CRMs for work, and Wealthbox was my very favorite by far. I like that Wealthbox is purpose-built for the financial services industry. It is so well-designed that using it is intuitive - you hardly need training. Opportunities are easy to define and track. Same with workflows. Activities relating to any contact are super easy to track. I like the integration with Google Calendar. The cost is pretty reasonable. If iI was coming into the financial services industry and was allowed to choose my CRM platform - I'd eagerly use Wealthbox. Review collected by and hosted on G2.com.

The reporting can be a little clunky to work with though it gets the job done. I only wish my company would allow me to use Wealthbox instead of the Salesforce-overkill that they've embraced. The Wealthbox mobile app, during the time that I used it, was disappointing but the full experience was really meant to be used via a browser I believe. Review collected by and hosted on G2.com.

I like all the ways you can touch clients, manage documents and facilitate business. Review collected by and hosted on G2.com.

The search tool could be improved. It would be great if it were even faster, more accurate, more flexible (e.g., spelling mistakes, etc.). Review collected by and hosted on G2.com.

It has a simple and easy to use interface which means that we actually use this CRM Review collected by and hosted on G2.com.

Currently they do not cater for currency fields outside of USDollar Review collected by and hosted on G2.com.

user friendly navigation very easy integrations, things do not seem "hidden" Customer support is great, thare frienly, and outgoing. . Review collected by and hosted on G2.com.

always a small learning curve what any new CRM.That's not an issue with Wealthport Review collected by and hosted on G2.com.

keeps every client interaction at my fingertips Review collected by and hosted on G2.com.

Nothing, I am happy with 100%. All works well Review collected by and hosted on G2.com.

The easy of use of the system. I love that my agents have a view of their business from the wealthbox app. Review collected by and hosted on G2.com.

Nothing it's an awesome system. No thing is missing. Review collected by and hosted on G2.com.