Zoho CRM vs Wealthbox

Zoho CRM9.0Visit Wealthbox8.6Visit

Higher score Zoho CRM #2 in Financial Services CRM Software 9.0/10 Free plan · 15-day trial Free planFree trial✓ 0 of 5 features Visit Zoho CRM

vs

Wealthbox #6 in Financial Services CRM Software 8.6/10 14-day trial Free trial✓ 0 of 5 features Visit Wealthbox

• Zoho CRM fits best

  Small firms seeking low-cost flexibility

• Wealthbox fits best

  Advisor teams wanting an affordable modern CRM

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Side by side

Feature	Zoho CRM 9.0/10 Visit ↗	Wealthbox 8.6/10 Visit ↗
At a glance
Editor score	9.0	8.6
Ranking	#2 in Financial Services CRM Software	#6 in Financial Services CRM Software
Best for	Small firms seeking low-cost flexibility	Advisor teams wanting an affordable modern CRM
Pricing model	Free plan + paid	Paid
Starting price	$14/user/mo	—
Free plan	✓ (best)	—
Free trial	15 days	14 days
Free trial length	15 days · no card needed	14 days · no card needed
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Support	Email, Live chat, Phone, Tickets, Community, Docs	Email, Docs
Compliance	GDPR	SOC 2, ISO 27001, PCI DSS, 2FA
Integrations	1,100+ integrations	150+ integrations
Built for	Solo, Small business, Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features Zoho CRM 0/5 · Wealthbox 0/5
Compliance workflows	Not checked yet	Not checked yet
Opportunity management	Not checked yet	Not checked yet
Client portal	Not checked yet	Not checked yet
Audit trail	Not checked yet	Not checked yet
Email and calendar sync	Not checked yet	Not checked yet
Specs
Deployment	Not checked yet	Not checked yet
Our review
Pros	Free plan supports up to 3 users Sales, marketing, workflow, and AI features in one CRM Web, iOS, Android, and API access	Household management and visual opportunity pipelines Workflow automation with Gmail and Outlook sync iOS and Android apps plus 150+ integrations
Cons	Financial-services-specific workflows are limited No verified audit trail or client portal Pricing varies by billing term, region, and currency	No free plan is available Basic includes one opportunity pipeline Enterprise pricing is custom
Our verdict	Zoho CRM is a cloud-based customer relationship management platform for sales teams and customer-facing organizations. It manages leads, contacts, accounts, deals, activities, pipelines, campaigns, workflows, analytics, and customer… Read the review →	Wealthbox is a web-based CRM for financial advisors and advisory firms that need one workspace for client relationships, business opportunities, meetings, and team coordination. Its core tools cover contact and household management, visual… Read the review →

Strengths and trade-offs

• Zoho CRM — where it wins

  • Free plan supports up to 3 users
  • Sales, marketing, workflow, and AI features in one CRM
  • Web, iOS, Android, and API access

  Where it doesn't

  • Financial-services-specific workflows are limited
  • No verified audit trail or client portal
  • Pricing varies by billing term, region, and currency

• Wealthbox — where it wins

  • Household management and visual opportunity pipelines
  • Workflow automation with Gmail and Outlook sync
  • iOS and Android apps plus 150+ integrations

  Where it doesn't

  • No free plan is available
  • Basic includes one opportunity pipeline
  • Enterprise pricing is custom

• Zoho CRM9.0/10 · Free plan · 15-day trial

  Flexible CRM coverage at a low entry price, with limited financial-services specialization.

  Visit Zoho CRMFull verdict →
• Wealthbox8.6/10 · 14-day trial

  A financial advisor CRM combining household management, pipelines, automation, and AI tools.

  Visit WealthboxFull verdict →