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 pricing
Pricing notes use verified research when available for ACT! and Wealthbox. Confirm live vendor pricing before buying.
ACT!
See plans
Wealthbox
From $59.00/user/mo
ACT!
Starting price not evidenced
Free trial available
- ACT! (contact sales)Custom
Wealthbox
Starting from $59.00/user/mo
Free trial available
- BasicPopular$59.00/user/mo
- Pro$75.00/user/mo
- Premier$99.00/user/mo
- EnterpriseCustom
Estimate your team cost
Monthly estimate from verified per-seat list pricing. Confirm on the vendor site before purchasing.
Wealthbox · Basic
$885.00/mo
Verified monthly unit prices · Aug 16, 2026
Prices in USD
Shown per user / month from verified list pricing.
Plans can change
Confirm live vendor rates before purchasing.
Add-ons may apply
Calling, SMS, or usage fees can add cost.
Independence
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