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
Evidence & transparency
Sources and research process behind this comparison.
Sources
8
Criteria
10
Screenshots
4
Sources consulted
| Title | Product | Type |
|---|---|---|
| ACT! Pricing | ACT! | official-pricing-page |
| ACT! | ACT! | official-product-page |
| ACT! Pricing (fixture snapshot) | ACT! | fixture |
| ACT! Product (fixture snapshot) | ACT! | fixture |
| Wealthbox Pricing | Wealthbox | official-pricing-page |
| Wealthbox | Wealthbox | official-product-page |
| Wealthbox Pricing (fixture snapshot) | Wealthbox | fixture |
| Wealthbox Product (fixture snapshot) | Wealthbox | fixture |
Methodology steps
- 1Collect first-party product and pricing evidence
- 2Map both products to the same category criteria
- 3Record criterion outcomes with confidence and sources
- 4Publish only when editorial gates allow indexing
Methodology version 1.0.0.
Affiliate relationships never change comparison outcomes. We evaluate both products on the same criteria and allow ties when evidence does not support a universal winner.
Read full methodology →Some visit links may be affiliate links — we may earn a commission at no extra cost to you. Comparison outcomes are never based on commission.