Wealthbox CRM Pricing | Free 14-Day Trial

Basic

$59 per user / month

Starter CRM

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Contact & household management
Task management
1 opportunity pipeline
Calendar & meetings
2 GB file storage

Pro

$75 per user / month

Core CRM Features

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Everything in Basic, plus:

Workflows & automations
Two-way email sync
Broadcast email
3 opportunity pipelines

Premier

$99 per user / month

Advanced Features for Growth

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Everything in Pro, plus:

Customizable dashboards & homepages
Workflow template sharing
API development support
5 workspaces

Enterprise

Custom

Customizable, Multi-Workspace

Everything in Premier, plus:

Enterprise SSO
Dedicated account manager
Unlimited workspaces
Priority enterprise support

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Basic Start trial

Pro Start trial

Premier Start trial

Enterprise Contact us

Contact & Household Management

Contact Segmentation Tags

Contact Roles

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Unlimited

Teams

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Unlimited

Customizable Groups

Wealthbox Mail

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Task Management

Suggested Actions

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Daily Task Digest

Opportunity Management

Opportunity Kanban Boards

Opportunity Pipelines

Unlimited

Calendar

Workflows

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Workflow Outcomes

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Workflow Milestones

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Workflow Template Sharing

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Subtasks for Workflows

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Send-To Actions

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Customizable Workflow Actions

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Workflow Form Builders

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Meetings

AI Notetaker

Add-On

Projects

Reports – Automated

Reports – Dynamic/Customized

AI for Reports

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Report Calculations

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Report Groupings

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Omniview Reporting

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Charts & Graphs

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Customizable Dashboards

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Customizable Homepages

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Customizable Role-Based Homepages

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Custom Object Types

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Fields Per Custom Object Type

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100

200

Custom Object Record Limit

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20,000

1,000,000

2,000,000

File Storage

2 GB

5 GB

10 GB

20 GB

Custom Fields

Activity Stream

Coworker Notifications

Workspaces

Unlimited

Administrative Controls

Mobile App Companion

Partner App Integrations

API Development Support

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Compliant Note Archiving

Permissions & Visibility

Bank-Level Security

Session Timeout

2-Factor Authentication

Workspace-wide 2-Factor Authentication Enforcement

SOC 2 Compliant

Customer Support Help Desk

Live Help

Data Portability

Video Tutorial Library

CRM Migration Assistance

Knowledge Base Q&A

Two-Way Email Sync

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Two-Way Calendar Sync

Chrome Extension for Gmail

Bcc Email Forwarding

Broadcast Email

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Email Templates and Themes

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Email Open Tracking

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Email Link Tracking

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Admin Organization Settings

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Admin Workspace Settings

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Admin User Invites & Permissions

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Admin User Analysis

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Enterprise SSO

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Enterprise Implementation Program

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On-Premise Exchange Sync

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VPN Support for Exchange Sync

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SFTP Account Reports & Backups

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Admin Export Restrictions

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Email Controls

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File Storage Controls

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Organization-wide 2-Factor Authentication Enforcement

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Priority Enterprise Support

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Integration Permissions

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Frequently Asked Questions

How do I subscribe to Wealthbox?

You can start a free trial here. After your trial, simply choose the plan that best fits your needs.

Which pricing plan is right for me?

If you’re just getting started, our Basic plan covers essential CRM needs. For most advisory firms, the Pro plan offers the best value with workflows, email sync, and broadcast email. Power users who need customizable dashboards and advanced features should consider Premier.

How easy is it to migrate my CRM data?

Migrating your data to Wealthbox is fast – and easy! Wealthbox has the team and tools to make your CRM switch truly simple. It’s a secure and well-honed migration process. Learn more.

Can I change my plan?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.

How can I manage my billing?

If you are the “account owner” or “admin” of your account, you can access your purchase history, invoices, payment details, plan type, and more in the Billing section.

How secure is Wealthbox?

Wealthbox is a SOC 2 Type II-certified organization that meets the highest standards of security to ensure your account and data are safe. We use bank-level security and 256-bit encryption to safeguard data and we have a range of extra security features, like session time-out, and two-factor authentication.

Does Wealthbox have mobile apps?

Yes, Wealthbox provides a companion mobile app – with the highest ratings from advisors of any wealthtech CRM – that is available to download for Apple iOS and Android devices. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.

Simple Pricing

Basic

Pro

Premier

Enterprise

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Frequently Asked Questions

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