Apptivo vs Wealthbox
Apptivo fits all-in-one business suite crm with lite, premium, and ultimate per-user plans plus enterprise custom; Wealthbox fits crm built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
Apptivo
All-in-one suite CRM; Lite from $15/user/mo annual through Ultimate $40, Enterprise custom.
Best for
- • All-in-one business suite CRM with Lite, Premium, and Ultimate per-user plans plus Enterprise custom
- • Affordable all-in-one CRM and business apps suite for SMBs that want more than sales pipeline alone
Starting from $15.00/user/mo
No free plan
VS
Our verdict
There is no universal winner between Apptivo and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Apptivo is better for
- ✓ Pipeline management
- ✓ Customization
Wealthbox is better for
- ✓ Email capabilities
- ✓ Integrations
- ✓ Administration
Tie
- • Ease of use
- • Sales automation
- • Reporting
Choose Apptivo if: All-in-one business suite CRM with Lite, Premium, and Ultimate per-user plans plus Enterprise custom
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
Quick verdict
Start here — then dig into the evidence below.
Choose Apptivo if…
- All-in-one business suite CRM with Lite, Premium, and Ultimate per-user plans plus Enterprise custom
- Affordable all-in-one CRM and business apps suite for SMBs that want more than sales pipeline alone
- You prioritize pipeline management
- You prioritize customization
Choose Wealthbox if…
- CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
- You prioritize email capabilities
- You prioritize integrations
- You prioritize administration
Overall recommendation
There is no universal winner between Apptivo and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Key trade-off
Apptivo trades toward pipeline management; Wealthbox trades toward email capabilities.
Winner by category
Only dimensions with researched evidence for this pair.
| Dimension | Winner | Why |
|---|---|---|
| Ease of use | Tie | Apptivo and Wealthbox are close on ease of use (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Sales | Apptivo wins | Apptivo leads on pipeline management (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Automation | Tie | Apptivo and Wealthbox are close on sales automation (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Email capabilities | Wealthbox wins | Wealthbox leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Reporting | Tie | Apptivo and Wealthbox are close on reporting (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Customization | Apptivo wins | Apptivo leads on customization (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Integrations | Wealthbox wins | Wealthbox leads on integrations (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Administration | Wealthbox wins | Wealthbox leads on administration (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
| Enterprise suitability | Tie | Apptivo and Wealthbox are close on scalability (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing. |
Side-by-side feature matrix
Normalized availability from product research — empty rows are not shown.
Core CRM
| Feature | Apptivo | Wealthbox |
|---|---|---|
| Contact management | Strong | Strong |
| Lead management | Strong | Strong |
| Pipeline management | Strong | Strong |
| Deal management | Strong | Moderate |
Sales engagement
| Feature | Apptivo | Wealthbox |
|---|---|---|
| Email sync | Strong | Strong |
| Email tracking | Strong | Strong |
| Workflow automation | Strong | Strong |
| Sales automation | Strong | Strong |
Reporting
| Feature | Apptivo | Wealthbox |
|---|---|---|
| Reporting | Strong | Strong |
Platform
| Feature | Apptivo | Wealthbox |
|---|---|---|
| Integrations | Strong | Strong |
| Custom fields | Strong | Strong |
| Custom pipelines | Strong | Strong |
| Mobile app | Strong | Strong |
| AI assistance | Not evidenced | Moderate |
Pricing comparison
Pricing evidence last checked Aug 16, 2026.
Apptivo
From $15.00/user/mo
- Lite$15.00/user/mo
- Premium$25.00/user/mo
- Ultimate$40.00/user/mo
- EnterpriseCustom
Wealthbox
From $59.00/user/mo
- Basic$59.00/user/mo
- Pro$75.00/user/mo
- Premier$99.00/user/mo
- EnterpriseCustom
Seat-count estimates
Labeled estimates from verified starting per-seat pricing — not invoices.
| Seats | Apptivo | Wealthbox |
|---|---|---|
| 5 | ~$75.00/mo (Lite × 5) | ~$295.00/mo (Basic × 5) |
| 10 | ~$150.00/mo (Lite × 10) | ~$590.00/mo (Basic × 10) |
| 25 | ~$375.00/mo (Lite × 25) | ~$1,475.00/mo (Basic × 25) |
| 50 | ~$750.00/mo (Lite × 50) | ~$2,950.00/mo (Basic × 50) |
Estimate from verified starting per-seat pricing — actual total depends on plan, annual discounts, and add-ons.
Researched list starting prices: Apptivo from $15/user/mo; Wealthbox from $59/user/mo. Confirm live vendor pricing before buying.
Best for
Scenario picks from researched strengths — not a universal ranking.
- → Apptivo
Best for pipeline management
Apptivo leads on pipeline management (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Apptivo
Best for customization
Apptivo leads on customization (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Wealthbox
Best for email capabilities
Wealthbox leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Wealthbox
Best for integrations
Wealthbox leads on integrations (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Wealthbox
Best for administration
Wealthbox leads on administration (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
The differences that actually matter
Pair-specific analysis for Apptivo vs Wealthbox — not generic category copy.
Pipeline management
Apptivo aheadOn pipeline management, Apptivo is ahead. Apptivo: Apptivo leads on pipeline management (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.. Wealthbox: Trails Apptivo on this criterion. Feature evidence also diverges on Deal management (Apptivo: Strong; Wealthbox: Moderate).
Email capabilities
Wealthbox aheadOn email capabilities, Wealthbox is ahead. Apptivo: Trails Wealthbox on this criterion. Wealthbox: Wealthbox leads on email capabilities (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing..
Sales automation
TieApptivo and Wealthbox are close on sales automation. Apptivo and Wealthbox are close on sales automation (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Reporting
TieApptivo and Wealthbox are close on reporting. Apptivo and Wealthbox are close on reporting (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Value for money
DependsValue for money: Apptivo — Apptivo researched starting price $15/user/mo vs Wealthbox $59/user/mo. Better value depends on which features you need on that plan.. Wealthbox — Apptivo researched starting price $15/user/mo vs Wealthbox $59/user/mo. Better value depends on which features you need on that plan..
Pros and cons
Product-specific for this pair — derived from researched outcomes and editorial notes.
Apptivo
Pros
- Stronger on pipeline management
- Stronger on customization
Cons
- Trails on email capabilities
- Trails on integrations
- Trails on administration
Wealthbox
Pros
- Stronger on email capabilities
- Stronger on integrations
- Stronger on administration
Cons
- Trails on pipeline management
- Trails on customization
Implementation & learning curve
Based on researched setup / ease criteria for this pair.
Apptivo
- Comparable ease of use to Wealthbox
- Trails on administration relative to Wealthbox
Wealthbox
- Comparable ease of use to Apptivo
- Stronger on administration: Wealthbox leads on administration (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Integrations
Overlaps and exclusives from product integration data when available.
Apptivo: Strong. Wealthbox: Strong.
Who should not choose each product
Decision quality improves when we say who should walk away.
Don't choose Apptivo if…
- You need Wealthbox's stronger email capabilities more than Apptivo's strengths
- You need Wealthbox's stronger integrations more than Apptivo's strengths
- You need Wealthbox's stronger administration more than Apptivo's strengths
- Your primary fit looks closer to: CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
Don't choose Wealthbox if…
- You need Apptivo's stronger pipeline management more than Wealthbox's strengths
- You need Apptivo's stronger customization more than Wealthbox's strengths
- Your primary fit looks closer to: All-in-one business suite CRM with Lite, Premium, and Ultimate per-user plans plus Enterprise custom
- Your primary fit looks closer to: Affordable all-in-one CRM and business apps suite for SMBs that want more than sales pipeline alone
Alternatives worth considering
When neither product is the right fit.
Affordable multi-edition sales CRM with free tier, automation, and Zia AI across Standard through Ultimate.
Free-tier all-in-one CRM and collaboration suite with organization-based paid cloud plans.
AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.
Freshworks sales CRM for lead management and pipeline workflows.
Final verdict
Scenario-level close — not a repeat of the intro.
Apptivo wins when…
All-in-one business suite CRM with Lite, Premium, and Ultimate per-user plans plus Enterprise custom
Wealthbox wins when…
CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
- Best for pipeline managementApptivo
- Best for customizationApptivo
- Best for email capabilitiesWealthbox
- Best for integrationsWealthbox
Which one should you choose?
Choose Apptivo if:
- All-in-one business suite CRM with Lite, Premium, and Ultimate per-user plans plus Enterprise custom
- Affordable all-in-one CRM and business apps suite for SMBs that want more than sales pipeline alone
Choose Wealthbox if:
- CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
Product screenshots
Real product UI from our media library — no placeholders.
FAQ
- Is Apptivo better than Wealthbox?
- There is no universal winner between Apptivo and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
- Which CRM fits which team?
- Apptivo: All-in-one business suite CRM with Lite, Premium, and Ultimate per-user plans plus Enterprise custom Wealthbox: CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows
- Which is stronger for sales automation?
- Apptivo and Wealthbox are close on sales automation (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- Does Apptivo or Wealthbox have a free plan?
- Apptivo: No free plan. Wealthbox: No free plan.
- How does Apptivo vs Wealthbox pricing compare?
- Apptivo starts from $15.00/user/mo. Wealthbox starts from $59.00/user/mo. Confirm live vendor pricing before purchasing.
- How did SoftwareGlimpse compare these products?
- We map both products to the same category criteria, then evaluate trade-offs using verified product, pricing and feature evidence. Affiliate relationships never change outcomes.
- reviewApptivo review
- reviewWealthbox review
- pricingApptivo pricing
- pricingWealthbox pricing
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Related comparisons
Alternatives to consider
Zoho CRM
Affordable multi-edition sales CRM with free tier, automation, and Zia AI across Standard through Ultimate.
Bitrix24
Free-tier all-in-one CRM and collaboration suite with organization-based paid cloud plans.
HubSpot
AI-powered customer platform with free forever CRM, plus paid Smart CRM seats and Sales/Marketing/Service hubs for growing teams.
Freshsales
Freshworks sales CRM for lead management and pipeline workflows.
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