Wealthbox pricing
5 plans read from wealthbox.com
Basic$59 a month per user / monthContact and household management · task management · 1 opportunity pipeline · calendar and meetings · 2 GB storage Read 21 Oct 2026 · wealthbox.com
Pro$75 a month per user / monthEverything in Basic · workflows and automations · two-way email sync · broadcast email · 3 opportunity pipelines Read 21 Oct 2026 · wealthbox.com
Premier$99 a month per user / monthEverything in Pro · customizable dashboards and homepages · workflow template sharing · API development support · 5 workspaces Read 21 Oct 2026 · wealthbox.com
EnterprisePrice not published Unlimited workspaces Read 23 Sep 2026 · wealthbox.com
EnterprisePriced on request Everything in Premier · enterprise SSO · dedicated account manager · unlimited workspaces · priority enterprise support Read 21 Oct 2026 · wealthbox.com
In short
- Wealthbox has a free plan (Enterprise).
- A free trial is offered.
- Paid plans published: 3, from $59 a month.
- 1 plan is priced on request (Enterprise).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Freshsales | $9/mo | Yes | Yes |
| Odoo CRM | $24.90/mo | Yes | No |
| Zoho CRM | $14/mo | Yes | Yes |
| Attio | $4,435/mo | Yes | Yes |
| EspoCRM | $15/mo | Yes | Yes |
| Capsule CRM | $11/mo | Yes | Yes |
| Frappe CRM | $5/mo | Yes | Yes |
| Agile CRM | $8.99/mo | Yes | Yes |