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
Feature comparison
Grouped feature support from verified product research for Apptivo and Wealthbox.
Core CRM
| Feature | Apptivo | Wealthbox | Winner |
|---|---|---|---|
| Contact management | Strong | Strong | Tie |
| Lead management | Strong | Strong | Tie |
| Pipeline management | Strong | Strong | Tie |
| Deal management | Strong | Moderate | Apptivo |
Sales engagement
| Feature | Apptivo | Wealthbox | Winner |
|---|---|---|---|
| Email sync | Strong | Strong | Tie |
| Email tracking | Strong | Strong | Tie |
| Workflow automation | Strong | Strong | Tie |
| Sales automation | Strong | Strong | Tie |
Reporting
| Feature | Apptivo | Wealthbox | Winner |
|---|---|---|---|
| Reporting | Strong | Strong | Tie |
Platform
| Feature | Apptivo | Wealthbox | Winner |
|---|---|---|---|
| Integrations | Strong | Strong | Tie |
| Custom fields | Strong | Strong | Tie |
| Custom pipelines | Strong | Strong | Tie |
| Mobile app | Strong | Strong | Tie |
| AI assistance | Not evidenced | Moderate | — |
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