Compare SmartOffice and Wealthbox CRM 
- Users report that SmartOffice has a lower entry-level price of $70.00 compared to Wealthbox CRM's $59.00, making it a more accessible option for small businesses looking to manage their operations on a budget.
- Reviewers mention that Wealthbox CRM excels in ease of use with a score of 9.3, while SmartOffice lags behind at 7.5, indicating that users find Wealthbox more intuitive and user-friendly for daily tasks.
- G2 users highlight that SmartOffice's reporting capabilities score 7.3, which is lower than Wealthbox CRM's 8.8, suggesting that Wealthbox offers more robust reporting and dashboard features that help users analyze their data effectively.
- Users on G2 report that SmartOffice's customer support quality is rated at 7.4, while Wealthbox CRM shines with a score of 8.8, indicating that users feel more supported and satisfied with the assistance they receive from Wealthbox.
- Reviewers mention that SmartOffice has a lower score in product direction at 6.7, compared to Wealthbox CRM's 8.8, suggesting that users perceive Wealthbox as having a clearer and more promising roadmap for future updates and features.
- Users say that SmartOffice's task management feature scores 9.0, which is impressive, but Wealthbox CRM's overall task management capabilities are noted to be more integrated and efficient, leading to better workflow management for users.
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
All informacion can be located at the same place. You only need n identification number to pull out all the information you need.
The system can be quite the eyesore. So much information is displayed at once. It can be confusing as to what to click next for the information you are searching for.
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
The user interface design needs a lot of work and doesn't seem to get many updates. It's inefficient to get things done, sorting, filtering information. They focus too much on integrations and not enough in improve the core product and user experience.
All informacion can be located at the same place. You only need n identification number to pull out all the information you need.
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
The system can be quite the eyesore. So much information is displayed at once. It can be confusing as to what to click next for the information you are searching for.
The user interface design needs a lot of work and doesn't seem to get many updates. It's inefficient to get things done, sorting, filtering information. They focus too much on integrations and not enough in improve the core product and user experience.
