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
Comparison scorecard
Criterion-by-criterion results for Insightly and Wealthbox. Numeric bars appear only when both products have approved scores.
- Tie
Ease of use
How quickly teams become productive.
Insightly and Wealthbox are close on ease of use (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Wealthbox7/10 - Insightly
Pipeline management
Deal stages, visibility, and pipeline hygiene.
Insightly leads on pipeline management (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Wealthbox6/10 - Insightly
Sales automation
Automations that reduce repetitive sales work.
Insightly leads on sales automation (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Wealthbox6/10 - 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.
Insightly6/10Wealthbox7/10 - Insightly
Reporting
Reporting and forecasting quality.
Stronger coverage across reporting, forecasting. editorial scores are close (6/10 vs 6/10).
Insightly6/10Wealthbox6/10 - Insightly
Customization
Fields, workflows, and configurability.
Insightly leads on customization (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Wealthbox6/10 - Tie
Integrations
Important third-party integrations.
Insightly and Wealthbox are close on integrations (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Wealthbox7/10 - Tie
Administration
Admin overhead and ongoing maintenance.
Insightly and Wealthbox are close on administration (7/10 vs 7/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
InsightlyTieWealthboxTie - Insightly
Scalability
Fit as team size and complexity grow.
Insightly leads on scalability (7/10 vs 6/10) from approved SoftwareGlimpse editorial assessments — not hands-on lab testing.
Insightly7/10Wealthbox6/10 - Depends
Value for money
Capability relative to total cost of ownership.
Insightly researched starting price $29/user/mo vs Wealthbox $59/user/mo. Better value depends on which features you need on that plan.
Insightly8/10Wealthbox6/10
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