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Wealthbox

Wealthbox is ranked #51 of 242 in CRM software on The Geeks Club, made by Wealthbox (Providence, Rhode Island, United States). It runs on Web, iOS, Android. There is no free plan. A free trial is offered.

Wealthbox plans and pricing

All plans
Basic Not published 1 opportunity pipeline · 2 GB file storage wealthbox.com · 23 Sept 2026
Pro Not published 3 opportunity pipelines · 5 GB file storage wealthbox.com · 23 Sept 2026
Premier Not published 5 opportunity pipelines · 10 GB file storage · 5 workspaces wealthbox.com · 23 Sept 2026
Enterprise Not published Unlimited workspaces wealthbox.com · 23 Sept 2026

Compared on CRM software

Free plan
No
Free trial
Yes
Visual sales pipeline
Yes
Email sync
Yes
AI features
Yes
Mobile app
Yes

Best Wealthbox alternatives

See all 12
9.5 Zoho CRM Free plan 9.4 Freshsales Free plan 9.2 HubSpot CRM Free plan 9.2 Vtiger CRM Free plan 9.1 Salesforce Sales Cloud Free plan 9.1 Freshworks CRM Free plan