Wealthbox is different.

  • 1

    Effortless

    Wealthbox is easy to use. Signup-and-go-simplicity. No training required.

  • 2

    Collaborative

    Wealthbox allows you to share CRM activity with your staff to stay in the loop and get work done.

  • 3

    Social

    Monitor coworker activity internally and client updates externally on social networks like Twitter.

  • 4

    Modern

    Clean design. Intuitive workflows. Slick interaction. Social architecture.

  • 5

    Affordable

    Just $29 per month, per user. No minimum users. Pay as you go. Cancel anytime.

"I've used clunky CRMs over the years but just stayed in Outlook to manage my contacts. Then I found Wealthbox CRM. It's amazing."
— Tom Boova, IFG Capital
Wealthbox is the Official CRM of Simplicity