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
Feature comparison
Grouped feature support from verified product research for ACT! and Wealthbox.
Core CRM
| Feature | ACT! | Wealthbox | Winner |
|---|---|---|---|
| Contact management | Strong | Strong | Tie |
| Lead management | Strong | Strong | Tie |
| Pipeline management | Strong | Strong | Tie |
| Deal management | Strong | Moderate | ACT! |
Sales engagement
| Feature | ACT! | Wealthbox | Winner |
|---|---|---|---|
| Email sync | Strong | Strong | Tie |
| Email tracking | Strong | Strong | Tie |
| Workflow automation | Moderate | Strong | Wealthbox |
| Sales automation | Strong | Strong | Tie |
Reporting
| Feature | ACT! | Wealthbox | Winner |
|---|---|---|---|
| Reporting | Moderate | Strong | Wealthbox |
Platform
| Feature | ACT! | Wealthbox | Winner |
|---|---|---|---|
| Integrations | Strong | Strong | Tie |
| Custom fields | Strong | Strong | Tie |
| Custom pipelines | Moderate | Strong | Wealthbox |
| Mobile app | Strong | Strong | Tie |
| AI assistance | Not evidenced | Moderate | — |
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