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Wealthbox VS Insightly

Compare Wealthbox VS Insightly and see what are their differences

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Wealthbox logo Wealthbox

Smart CRM for financial advisors

Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
  • Wealthbox Landing page
    Landing page //
    2023-09-12
  • Insightly Landing page
    Landing page //
    2023-07-14

Wealthbox videos

+ Add

Wealthbox Review: Best CRM available for financial advisory practices!

More videos:

  • Demo - Wealthbox Advisor Speed Demo from FinancialAdvisor.TV

Insightly videos

+ Add

Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Category Popularity

0-100% (relative to Wealthbox and Insightly)

Wealthbox

Insightly

Fintech
100 100%
Fintech
0% 0
CRM
0 0%
CRM
100% 100
Small Business
100 100%
Small Business
0% 0
Sales
0 0%
Sales
100% 100

User comments

Share your experience with using Wealthbox and Insightly. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Wealthbox and Insightly

Wealthbox Reviews

We have no reviews of Wealthbox yet.
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Insightly Reviews

  1. Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

What are some alternatives?

When comparing Wealthbox and Insightly, you can also consider the following products

Pulse by Bench Accounting - See the financial health of your business in real-time.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Synder - AR Automation

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Tillful - Tillful's mission is to unlock capital and increase access to credit for small business owners by using better data.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

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