ACT! vs Wealthbox
ACT! fits act! by swiftpage — long-standing smb crm for contacts, calendars, and sales follow-up; pricing primarily contact-sales; Wealthbox fits crm built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
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
Quick verdict
Start here — then dig into the evidence below.
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
- You prioritize ease of use
- You prioritize sales automation
- You prioritize email capabilities
Overall recommendation
There is no universal winner between ACT! and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Key trade-off
Wealthbox's clearest edge is ease of use.
Winner by category
Only dimensions with researched evidence for this pair.
| Dimension | Winner | Why |
|---|---|---|
| Ease of use | Wealthbox wins | Wealthbox leads on ease of use (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Sales | Tie | ACT! and Wealthbox are close on pipeline management (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Automation | Wealthbox wins | Wealthbox leads on sales automation (5/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Email capabilities | Wealthbox wins | Wealthbox leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Reporting | Wealthbox wins | Wealthbox leads on reporting (5/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Customization | Wealthbox wins | Stronger custom pipelines availability |
| Integrations | Wealthbox wins | Wealthbox leads on integrations (5/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Administration | Wealthbox wins | Wealthbox leads on administration (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Enterprise suitability | Wealthbox wins | Wealthbox leads on scalability (5/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Value | Tie | ACT! and Wealthbox are close on value for money (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
Side-by-side feature matrix
Normalized availability from product research — empty rows are not shown.
Core CRM
| Feature | ACT! | Wealthbox |
|---|---|---|
| Contact management | Strong | Strong |
| Lead management | Strong | Strong |
| Pipeline management | Strong | Strong |
| Deal management | Strong | Moderate |
Sales engagement
| Feature | ACT! | Wealthbox |
|---|---|---|
| Email sync | Strong | Strong |
| Email tracking | Strong | Strong |
| Workflow automation | Moderate | Strong |
| Sales automation | Strong | Strong |
Reporting
| Feature | ACT! | Wealthbox |
|---|---|---|
| Reporting | Moderate | Strong |
Platform
| Feature | ACT! | Wealthbox |
|---|---|---|
| Integrations | Strong | Strong |
| Custom fields | Strong | Strong |
| Custom pipelines | Moderate | Strong |
| Mobile app | Strong | Strong |
| AI assistance | Not evidenced | Moderate |
Pricing comparison
Pricing evidence last checked Aug 16, 2026.
ACT!
- ACT! (contact sales)Custom
Wealthbox
From $59.00/user/mo
- Basic$59.00/user/mo
- Pro$75.00/user/mo
- Premier$99.00/user/mo
- EnterpriseCustom
Seat-count estimates
Labeled estimates from verified starting per-seat pricing — not invoices.
| Seats | ACT! | Wealthbox |
|---|---|---|
| 5 | — | ~$295.00/mo (Basic × 5) |
| 10 | — | ~$590.00/mo (Basic × 10) |
| 25 | — | ~$1,475.00/mo (Basic × 25) |
| 50 | — | ~$2,950.00/mo (Basic × 50) |
Estimate from verified starting per-seat pricing — actual total depends on plan, annual discounts, and add-ons.
Pricing notes use verified research when available for ACT! and Wealthbox. Confirm live vendor pricing before buying.
Best for
Scenario picks from researched strengths — 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 differences that actually matter
Pair-specific analysis for ACT! vs Wealthbox — not generic category copy.
Pipeline management
TieACT! and Wealthbox are close on pipeline management. ACT! and Wealthbox are close on pipeline management (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. Feature evidence also diverges on Deal management (ACT!: Strong; Wealthbox: Moderate); Workflow automation (ACT!: Moderate; Wealthbox: Strong); Reporting (ACT!: Moderate; Wealthbox: Strong).
Email capabilities
Wealthbox aheadOn email capabilities, Wealthbox is ahead. ACT!: 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 aheadOn sales automation, Wealthbox is ahead. ACT!: 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 aheadOn reporting, Wealthbox is ahead. ACT!: 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! and Wealthbox are close on value for money. ACT! and Wealthbox are close on value for money (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Pros and cons
Product-specific for this pair — derived from researched outcomes and editorial notes.
ACT!
Cons
- Trails on ease of use
- Trails on sales automation
- Trails on email capabilities
Wealthbox
Pros
- Stronger on ease of use
- Stronger on sales automation
- Stronger on email capabilities
- Stronger on reporting
Implementation & learning curve
Based on researched setup / ease criteria for this pair.
ACT!
- Trails on ease of use relative to Wealthbox
- Trails on administration relative to Wealthbox
Wealthbox
- Stronger on ease of use: Wealthbox leads on ease of use (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- Stronger on administration: Wealthbox leads on administration (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Integrations
Overlaps and exclusives from product integration data when available.
ACT!: Strong. Wealthbox: Strong.
Who should not choose each product
Decision quality improves when we say who should walk away.
Don't choose ACT! if…
- You need Wealthbox's stronger ease of use more than ACT!'s strengths
- You need Wealthbox's stronger sales automation more than ACT!'s strengths
- You need Wealthbox's stronger email capabilities more than ACT!'s strengths
- Your primary fit looks closer to: CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
Don't choose Wealthbox if…
- Your primary fit looks closer to: ACT! by Swiftpage — long-standing SMB CRM for contacts, calendars, and sales follow-up; pricing primarily contact-sales
- Your primary fit looks closer to: Classic SMB CRM for managing contacts, activities, and sales follow-ups — especially familiar to established small businesses
Alternatives worth considering
When neither product is the right fit.
AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.
Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.
Simple small-business CRM for contacts, sales pipelines, tasks, and lightweight automation without enterprise complexity.
Freshworks sales CRM for lead management and pipeline workflows.
Final verdict
Scenario-level close — not a repeat of the intro.
ACT! wins when…
ACT! by Swiftpage — long-standing SMB CRM for contacts, calendars, and sales follow-up; pricing primarily contact-sales
Wealthbox wins when…
CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
- Best for ease of useWealthbox
- Best for sales automationWealthbox
- Best for email capabilitiesWealthbox
Which one 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
Product screenshots
Real product UI from our media library — no placeholders.
FAQ
- Is ACT! better than Wealthbox?
- There is no universal winner between ACT! and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
- Which is easier to use?
- Wealthbox leads on ease of use (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- Which CRM fits which team?
- ACT!: ACT! by Swiftpage — long-standing SMB CRM for contacts, calendars, and sales follow-up; pricing primarily contact-sales Wealthbox: CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
- Which is stronger for sales automation?
- Wealthbox leads on sales automation (5/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- Does ACT! or Wealthbox have a free plan?
- ACT!: No free plan. Wealthbox: No free plan.
- How does ACT! vs Wealthbox pricing compare?
- Wealthbox starts from $59.00/user/mo. Confirm live vendor pricing before purchasing.
- How did SoftwareGlimpse compare these products?
- We map both products to the same category criteria, then evaluate trade-offs using verified product, pricing and feature evidence. Affiliate relationships never change outcomes.
- reviewACT! review
- reviewWealthbox review
- pricingACT! pricing
- pricingWealthbox pricing
- alternativeHubSpot alternative
- alternativePipedrive alternative
- alternativeCapsule alternative
- guideWhat Is CRM Software? A Complete Beginner’s Guide
- guideHow CRM Software Works: Records, Pipelines & Activity
- guideTypes of CRM Software: Operational, Suites & Sales CRM Shapes
- categoryCRM hub
- finderFind My CRM
- calculatorCost calculator
Related comparisons
Alternatives to consider
HubSpot
AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.
Pipedrive
Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.
Capsule
Simple small-business CRM for contacts, sales pipelines, tasks, and lightweight automation without enterprise complexity.
Freshsales
Freshworks sales CRM for lead management and pipeline workflows.
Still deciding between ACT! and Wealthbox?
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