Apptivo vs Wealthbox
Compare Apptivo and Wealthbox on features, pricing, and buyer fit using the same researched criteria.
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
Apptivo vs Wealthbox at a glance
Criterion-level leaders from verified research.
Scorecard preview
Criterion leaders based on verified research — open the Scorecard tab for evidence detail.
- Ease of useTie
Apptivo
Wealthbox
- Pipeline managementApptivo
Apptivo
Wealthbox
- Sales automationTie
Apptivo
Wealthbox
- Email capabilitiesWealthbox
Apptivo
Wealthbox
- ReportingTie
Apptivo
Wealthbox
Which CRM is better for you?
Quick picks based on fit — 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 biggest differences
Where the products diverge most clearly on verified criteria.
Pipeline management
Apptivo winsApptivo
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
Email capabilities
Wealthbox winsApptivo
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
Apptivo and Wealthbox are close on sales automation (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Wealthbox
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
Apptivo and Wealthbox are close on reporting (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Wealthbox
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
DependsApptivo
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.
Which 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.
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
CRM platform with free core CRM plus Sales, Marketing, Service, and Content Hubs for growing teams.
Freshsales
Freshworks sales CRM for lead management and pipeline workflows.
How we compare
A short look at the comparison process. Full methodology
1
Collect
Collect official product information, pricing, and product evidence.
2
Normalize
Map evidence to the same category evaluation criteria for both products.
3
Compare
Evaluate both products against identical criteria — ties and depends are allowed.
4
Explain
Show why each product wins, loses, or ties, with evidence behind the outcome.
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- Independent criterion outcomes
- No invented scores or prices
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