Salesforce CRM Alternative

Why switch from Salesforce?

Wealthbox is simple, web-based, purpose-built CRM software for financial professionals.

Wealthbox Mobile App and Desktop App

Wealthbox is different.

Effortless CRM

Signup-and-go simplicity. No training required.

Modern Design

Sleek interface. Intuitive workflows. Customizable.

Simple Migration

Painless process for easy data transfer. Free support if needed.

Switch to Simplicity

"Wealthbox CRM proved a better fit for his firm (Retirement Wealth Advisors) than either Redtail or Salesforce."

RIABiz article

"Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm."

Keep your CRM data, import from Salesforce.

Whether during your free trial or when you subscribe, you can import your contacts, notes, etc. into Wealthbox.

Need help importing your data?

Amber and her help-desk team are here for you.

Request a migration →

See the Wealthbox difference.

Full-featured 30-day trial. No credit card required.