Simple Pricing

No minimum users. No long-term contracts, pay-as-you-go. Let's do this.

Basic

Core CRM Features

$35

per user / month

Free 30-day Trial

Pro

Email Synced for Power Users

$49

per user / month

Free 30-day Trial

Premier

Customizable, Multi-Workspace

$65

per user / month

Free 30-day Trial

Enterprise? Contact us.

Don’t see a plan that suits your needs? Need a custom configuration? Contact us for more information.

Wealthbox Features

Basic

Pro

Premier

CRM Workspaces
1
3
Unlimited
Contacts
Tasks
Opportunities
Pipelines
1
5
Unlimited
Calendar
Workflows
Projects
Reports
File Storage
2 GB
5 GB
10 GB
Custom Fields
Activity Stream
Compliant Note Archiving
Permissions & Visibility
Mobile App Companion
Administrative Controls
Bank-Level Security
Partner App Integrations
Data Portability
CRM Migration Assistance
Customer Support
Chrome Extension for Gmail
Bcc Email Forwarding
Wealthbox Mail
Two-Way Email Sync
Email Templates and Themes
Email Open Tracking
Email Link Tracking
API Access
Account Switcher
Workflow Template Publishing
Dedicated Account Manager
Volume Discounts

"Having used so many other CRMs, Wealthbox just works, and works exceptionally well for what an advisor needs to run their practice efficiently."

John Brueggeman, Viceroy Wealth Counsel

"Wealthbox is super easy and powerful. …There’s no training required, you just sign up and go."