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Wealthbox

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109 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.6
Serving customers since
2014
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Wealthbox Reviews

Review Filters
Profile Name
Star Rating
91
11
2
3
2
WW
Warren W.
07/26/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

I INITIALLY SIGNED UP FOR THE PRICE BUT HAVE BEEN IMPRESSED WITH THE GROWTH

Good app, can link with other vendors, functional interface
CP
christopher p.
06/14/2024
Validated Reviewer
Verified Current User
Review source: Organic

Use the system for three months. Nothing stated in the sales process was true.

The marketing was great. It made me sign up. Pinned notes is the best feature the system has. the will tell you about their update box that is on the home page. but the placement of this is not good. well you are working you are spending your time on task or workflows. not at the page that tells you what your time has done.
Paul L.
PL
Paul L.
05/30/2024
Validated Reviewer
Review source: Organic

About

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HQ Location:
United States, US

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@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