Agile CRM vs Wealthbox
Compare Agile CRM and Wealthbox on features, pricing, and buyer fit using the same researched criteria.
Agile CRM
Freemium all-in-one CRM; Free (10 users), Starter from ~$8.99/user/mo on multi-year headline pricing.
Best for
- • All-in-one CRM with a free tier (10 users) and Starter/Regular/Enterprise plans for sales, marketing, and service
- • Affordable all-in-one CRM combining sales, marketing automation, and service for growing teams.
Starting from $8.99/user/mo
Free plan available
VS
Our verdict
There is no universal winner between Agile CRM and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Agile CRM is better for
- ✓ Pipeline management
- ✓ Sales automation
- ✓ Value for money
Wealthbox is better for
- ✓ Integrations
- ✓ Administration
Tie
- • Ease of use
- • Email capabilities
- • Reporting
Choose Agile CRM if: All-in-one CRM with a free tier (10 users) and Starter/Regular/Enterprise plans for sales, marketing, and service
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
Agile CRM vs Wealthbox pricing
Researched list starting prices: Agile CRM from $8.99/user/mo; Wealthbox from $59/user/mo. Confirm live vendor pricing before buying.
Agile CRM
From $8.99/user/mo
Wealthbox
From $59.00/user/mo
Agile CRM
Starting from $8.99/user/mo
No free trial evidenced
- Free$0.00/user/mo
- Free forever for up to 10 users (vendor-documented).
- StarterPopular$8.99/user/mo
- Regular$29.99/user/mo
- Enterprise$47.99/user/mo
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.
Agile CRM · Starter
$134.85/mo
Wealthbox · Basic
$885.00/mo
+$750.15/mo — Wealthbox costs more
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
Affiliate status never changes pricing outcomes.
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