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
Feature comparison
Grouped feature support from verified product research for Insightly and Wealthbox.
Core CRM
| Feature | Insightly | Wealthbox | Winner |
|---|---|---|---|
| Contact management | Strong | Strong | Tie |
| Lead management | Strong | Strong | Tie |
| Pipeline management | Strong | Strong | Tie |
| Deal management | Strong | Moderate | Insightly |
Sales engagement
| Feature | Insightly | Wealthbox | Winner |
|---|---|---|---|
| Email sync | Strong | Strong | Tie |
| Email tracking | Not evidenced | Strong | — |
| Workflow automation | Strong | Strong | Tie |
| Sales automation | Strong | Strong | Tie |
Reporting
| Feature | Insightly | Wealthbox | Winner |
|---|---|---|---|
| Reporting | Strong | Strong | Tie |
| Forecasting | Moderate | Not evidenced | — |
Platform
| Feature | Insightly | Wealthbox | Winner |
|---|---|---|---|
| Integrations | Strong | Strong | Tie |
| Custom fields | Strong | Strong | Tie |
| Custom pipelines | Strong | Strong | Tie |
| Mobile app | Strong | Strong | Tie |
| AI assistance | Moderate | Moderate | Tie |
Some visit links may be affiliate links — we may earn a commission at no extra cost to you. Comparison outcomes are never based on commission.