ACT! vs Wealthbox
Compare ACT! and Wealthbox on features, pricing, and buyer fit using the same researched criteria.
ACT!
ACT! by Swiftpage SMB CRM; contact sales for current packaging (no invented list prices).
Best for
- • ACT! by Swiftpage — long-standing SMB CRM for contacts, calendars, and sales follow-up; pricing primarily contact-sales
- • Classic SMB CRM for managing contacts, activities, and sales follow-ups — especially familiar to established small businesses.
No free plan
VS
Our verdict
There is no universal winner between ACT! and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Wealthbox is better for
- ✓ Ease of use
- ✓ Sales automation
- ✓ Email capabilities
- ✓ Reporting
Tie
- • Pipeline management
- • Value for money
Choose ACT! if: ACT! by Swiftpage — long-standing SMB CRM for contacts, calendars, and sales follow-up; pricing primarily contact-sales
Choose Wealthbox if: CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
Wealthbox
Advisor CRM; Basic $59, Pro $75, Premier $99 per user/mo, Enterprise custom.
Best for
- • CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
Starting from $59.00/user/mo
No free plan
ACT! vs Wealthbox at a glance
Criterion-level leaders from verified research.
Scorecard preview
Criterion leaders based on verified research — open the Scorecard tab for evidence detail.
- Ease of useWealthbox
ACT!
Wealthbox
- Pipeline managementTie
ACT!
Wealthbox
- Sales automationWealthbox
ACT!
Wealthbox
- Email capabilitiesWealthbox
ACT!
Wealthbox
- ReportingWealthbox
ACT!
Wealthbox
Which CRM is better for you?
Quick picks based on fit — not a universal ranking.
- → Wealthbox
Best for ease of use
Wealthbox leads on ease of use (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Wealthbox
Best for sales automation
Wealthbox leads on sales automation (5/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Wealthbox
Best for email capabilities
Wealthbox leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
The biggest differences
Where the products diverge most clearly on verified criteria.
Pipeline management
TieACT!
ACT! and Wealthbox are close on pipeline management (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Wealthbox
ACT! and Wealthbox are close on pipeline management (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Email capabilities
Wealthbox winsACT!
Trails Wealthbox on this criterion
Wealthbox
Wealthbox leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Sales automation
Wealthbox winsACT!
Trails Wealthbox on this criterion
Wealthbox
Wealthbox leads on sales automation (5/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Reporting
Wealthbox winsACT!
Trails Wealthbox on this criterion
Wealthbox
Wealthbox leads on reporting (5/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Value for money
TieACT!
ACT! and Wealthbox are close on value for money (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Wealthbox
ACT! and Wealthbox are close on value for money (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Which should you choose?
Choose ACT! if
- ACT! by Swiftpage — long-standing SMB CRM for contacts, calendars, and sales follow-up; pricing primarily contact-sales
- Classic SMB CRM for managing contacts, activities, and sales follow-ups — especially familiar to established small businesses.
Choose Wealthbox if
- CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
Related comparisons
Alternatives to consider
HubSpot
CRM platform with free core CRM plus Sales, Marketing, Service, and Content Hubs for growing teams.
Pipedrive
Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.
Capsule
Small-business CRM for contact management and straightforward sales pipelines.
Freshsales
Freshworks sales CRM for lead management and pipeline workflows.
How we compare
A short look at the comparison process. Full methodology
1
Collect
Collect official product information, pricing, and product evidence.
2
Normalize
Map evidence to the same category evaluation criteria for both products.
3
Compare
Evaluate both products against identical criteria — ties and depends are allowed.
4
Explain
Show why each product wins, loses, or ties, with evidence behind the outcome.
Still deciding between ACT! and Wealthbox?
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- Independent criterion outcomes
- No invented scores or prices
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