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Wealthbox

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4.5 out of 5 stars
102 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.5
Serving customers since
2014
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Wealthbox Reviews

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Profile Name
Star Rating
85
10
2
3
2
CP
Cortnie P.
07/29/2022
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Easy to use!

|Wealthbox CRM
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.
Larry M.
LM
Larry M.
07/28/2022
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy to use; More features to learn in the future

|Wealthbox CRM
Very easy to use the basics; learn as you add features
Jesus M.
JM
Jesus M.
07/28/2022
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

CRM made easy

|Wealthbox CRM
Adding clients is easy. Integration to planning software makes life a lot easier.

About

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HQ Location:
United States, US

Social

@Wealthbox

What is Wealthbox?

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Details

Year Founded
2014