Wealthbox Pricing, Features & More 2025

What is Wealthbox?

Wealthbox is aFinancial CRM platform that caters to the needs of startups and agencies. With its wide range of features, Wealthbox offers a complete solution for all financial tracking and management needs. From account alerts to expense tracking and influence and relationship tracking, Wealthbox provides all these features in one centralized location.

Wealthbox Pricing

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Company Details

Company Name : Wealthbox

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Key Features of Wealthbox

Contact Management
Task Management
Calendar Integration
Email Integration
Workflow Automation
Client Portal
Document Management
Notes And Comments
Opportunity Tracking
Pipeline Management
Custom Fields
Reporting And Analytics
Mobile Access
Team Collaboration
Data Import/export
Security And Permissions
Third Party Integrations
Activity Tracking
Client Communication
Reminders And Alerts

Specifications

Run On Mobile Browser : Yes

Available Support : Email

Languages Available : English

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Wealthbox FAQ's

What are the top 5 features of Wealthbox?

The top 5 features of Wealthbox include:

Contact Management
Task Management
Calendar Integration
Email Integration
Workflow Automation

What type of customer support does Wealthbox offer?

Wealthbox supports a variety of platforms including: Email.

What types of businesses does Wealthbox serve?

Wealthbox serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

Who are the primary competitors of Wealthbox?

The top three competitors of Wealthbox are RedTail CRM, Doxim and FreeAgent CRM. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

What languages does the Wealthbox support?

Wealthbox is available exclusively in English, providing a streamlined experience for English-speaking users.

Wealthbox

What is Wealthbox?

Wealthbox Pricing

Company Details

Key Features of Wealthbox

Specifications

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