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
Comparison scorecard
Criterion-by-criterion results for Apptivo and Wealthbox. Numeric bars appear only when both products have approved scores.
- Tie
Ease of use
How quickly teams become productive.
Apptivo and Wealthbox are close on ease of use (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Apptivo7/10Wealthbox7/10 - Apptivo
Pipeline management
Deal stages, visibility, and pipeline hygiene.
Apptivo leads on pipeline management (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Apptivo7/10Wealthbox6/10 - Tie
Sales automation
Automations that reduce repetitive sales work.
Apptivo and Wealthbox are close on sales automation (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Apptivo6/10Wealthbox6/10 - 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.
Apptivo6/10Wealthbox7/10 - Tie
Reporting
Reporting and forecasting quality.
Apptivo and Wealthbox are close on reporting (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Apptivo6/10Wealthbox6/10 - Apptivo
Customization
Fields, workflows, and configurability.
Apptivo leads on customization (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Apptivo7/10Wealthbox6/10 - Wealthbox
Integrations
Important third-party integrations.
Wealthbox leads on integrations (6/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Apptivo6/10Wealthbox7/10 - 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.
ApptivoWeakerWealthboxStronger - Tie
Scalability
Fit as team size and complexity grow.
Apptivo and Wealthbox are close on scalability (6/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Apptivo6/10Wealthbox6/10 - Depends
Value for money
Capability relative to total cost of ownership.
Apptivo researched starting price $15/user/mo vs Wealthbox $59/user/mo. Better value depends on which features you need on that plan.
Apptivo8/10Wealthbox6/10
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