Wealthbox Review
CRM SOFTWAREWealthbox overall score 6.4/10 from equal-weight CRM criteria. Basic $59, Pro $75, Premier $99 per user/mo. Enterprise custom quote.
Starting price
$59.00/user/month
Free plan
No
Free trial
Yes
Best for
Financial advisors and RIAs
SoftwareGlimpse review
6.4/10
Average
- Ease of use7
- Pipeline management6
- Sales automation6
- Email capabilities7
- Reporting6
- Customization6
Our 6-step review process
Step 1
Collect
Collect first-party pricing, product, and documentation sources into structured facts.
Step 2
Score
Score category methodology criteria against product evidence — never affiliate economics.
Step 3
Editorial review
Write strengths, limitations, buyer fit, and plan guidance in plain language.
Step 4
Fact-check
Strip unsupported claims and keep public copy free of internal jargon.
Step 5
Final review
Approve scores only when assessment and review both clear editorial gates.
Step 6
Publish & monitor
Ship the product hub and refresh when pricing or capabilities change.
Evaluation criteria
CRM Editorial Methodology v1.0.0SoftwareGlimpse evaluates CRM products across sales workflow fit, usability, automation, reporting, administration burden, and value. Affiliate relationships never influence scores.
Ease of use
10%Learning curve, daily usability, and time-to-productivity for sales teams.
Wealthbox score: 7/10
Pipeline management
10%Deal stages, visibility, pipeline hygiene, and deal tracking.
Wealthbox score: 6/10
Sales automation
10%Workflow and sales automations that reduce repetitive work.
Wealthbox score: 6/10
Email capabilities
10%Native email sync, tracking, and sales email workflows.
Wealthbox score: 7/10
Reporting
10%Dashboards, reporting depth, and forecasting quality.
Wealthbox score: 6/10
Customization
10%Custom fields, pipelines, and configurability for sales processes.
Wealthbox score: 6/10
Integrations
10%Ecosystem breadth and quality of important third-party integrations.
Wealthbox score: 7/10
Administration overhead
10%Ongoing admin burden, maintenance, and operational complexity.
Wealthbox score: 7/10
Scalability
10%Fit as team size, process complexity, and data volume grow.
Wealthbox score: 6/10
Value for money
10%Capability relative to total cost of ownership.
Wealthbox score: 6/10
10-point scoring scale
| 9.0 – 10 | Excellent |
| 8.0 – 8.9 | Strong |
| 7.0 – 7.9 | Good |
| 5.0 – 6.9 | Mixed |
| 0 – 4.9 | Limited |
Overall score calculation
Criterion scores are weighted by the category methodology, then averaged into an overall score. Scores only appear on the public page when both the assessment and product review are approved.
Current Wealthbox overall: 6.4/10 (Average)
View scoring example →Continuous updates
Source freshness
Domain checked-at timestamps track when pricing and features were last verified.
Change monitoring
Plan renames, packaging changes, and new limits trigger editorial refresh.
Independence checks
Affiliate state is excluded from ranking and scoring inputs.
Version tracking
Methodology version is recorded on each assessment and review.