Insightly vs Wealthbox
Compare Insightly and Wealthbox on features, pricing, and buyer fit using the same researched criteria.
Insightly
CRM plus project management for service-oriented SMBs, with automation and AI on higher plans.
Best for
- • Insightly fits many small-business CRM evaluations
- • Insightly is evaluated here as a CRM/sales tool
- • Insightly combines CRM and project management for service-oriented SMB teams.
Starting from $29.00/user/mo
No free plan
VS
Our verdict
There is no universal winner between Insightly and Wealthbox. Choose based on pipeline depth, automation, email and calling, reporting, and pricing trade-offs.
Insightly is better for
- ✓ Pipeline management
- ✓ Sales automation
- ✓ Reporting
- ✓ Customization
Wealthbox is better for
- ✓ Email capabilities
Tie
- • Ease of use
- • Integrations
- • Administration
Choose Insightly if: Insightly fits many small-business CRM evaluations
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
Insightly 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
Insightly
Wealthbox
- Pipeline managementInsightly
Insightly
Wealthbox
- Sales automationInsightly
Insightly
Wealthbox
- Email capabilitiesWealthbox
Insightly
Wealthbox
- ReportingInsightly
Insightly
Wealthbox
Which CRM is better for you?
Quick picks based on fit — not a universal ranking.
- → Insightly
Best for pipeline management
Insightly leads on pipeline management (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Insightly
Best for sales automation
Insightly leads on sales automation (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
- → Insightly
Best for reporting
Stronger coverage across reporting, forecasting. editorial scores are close (6/10 vs 6/10).
- → 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.
The biggest differences
Where the products diverge most clearly on verified criteria.
Pipeline management
Insightly winsInsightly
Insightly leads on pipeline management (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Wealthbox
Trails Insightly on this criterion
Email capabilities
Wealthbox winsInsightly
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
Insightly winsInsightly
Insightly leads on sales automation (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Wealthbox
Trails Insightly on this criterion
Reporting
Insightly winsInsightly
Stronger coverage across reporting, forecasting. editorial scores are close (6/10 vs 6/10).
Wealthbox
Trails Insightly on this criterion
Value for money
DependsInsightly
Insightly researched starting price $29/user/mo vs Wealthbox $59/user/mo. Better value depends on which features you need on that plan.
Wealthbox
Insightly researched starting price $29/user/mo vs Wealthbox $59/user/mo. Better value depends on which features you need on that plan.
Which should you choose?
Choose Insightly if
- Insightly fits many small-business CRM evaluations
- Insightly is evaluated here as a CRM/sales tool
- Insightly combines CRM and project management for service-oriented SMB teams.
Choose Wealthbox if
- CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
Related comparisons
Alternatives to consider
HubSpot
CRM platform with free core CRM plus Sales, Marketing, Service, and Content Hubs for growing teams.
Pipedrive
Pipeline-first sales CRM for visual deal management, activity-based selling, and growing sales teams.
Keap
Nutshell
Small-business CRM with pipelines, marketing add-ons, and AI assistance on a clear per-user ladder.
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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