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
Pros & cons
A balanced look at where each product shines — and where it falls short.
Insightly
Strengths in greenPros
- Stronger on pipeline management
- Stronger on sales automation
- Stronger on reporting
- Stronger on customization
Cons
- Trails on email capabilities
Best for
Insightly fits many small-business CRM evaluations
Wealthbox
Trade-offs in redPros
- Stronger on email capabilities
Cons
- Trails on pipeline management
- Trails on sales automation
- Trails on reporting
Best for
CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
Choose if…
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.
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