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
Comparison scorecard
Criterion-by-criterion results for ACT! and Wealthbox. Numeric bars appear only when both products have approved scores.
- Wealthbox
Ease of use
How quickly teams become productive.
Wealthbox leads on ease of use (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ACT!6/10Wealthbox7/10 - Tie
Pipeline management
Deal stages, visibility, and pipeline hygiene.
ACT! and Wealthbox are close on pipeline management (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ACT!6/10Wealthbox6/10 - Wealthbox
Sales automation
Automations that reduce repetitive sales work.
Wealthbox leads on sales automation (5/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ACT!5/10Wealthbox6/10 - Wealthbox
Email capabilities
Native email workflows and tracking.
Wealthbox leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ACT!6/10Wealthbox7/10 - Wealthbox
Reporting
Reporting and forecasting quality.
Wealthbox leads on reporting (5/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ACT!5/10Wealthbox6/10 - Wealthbox
Customization
Fields, workflows, and configurability.
Stronger custom pipelines availability
ACT!6/10Wealthbox6/10 - Wealthbox
Integrations
Important third-party integrations.
Wealthbox leads on integrations (5/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ACT!5/10Wealthbox7/10 - Wealthbox
Administration
Admin overhead and ongoing maintenance.
Wealthbox leads on administration (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ACT!WeakerWealthboxStronger - Wealthbox
Scalability
Fit as team size and complexity grow.
Wealthbox leads on scalability (5/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ACT!5/10Wealthbox6/10 - Tie
Value for money
Capability relative to total cost of ownership.
ACT! and Wealthbox are close on value for money (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
ACT!6/10Wealthbox6/10
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