Frappe CRM vs Wealthbox
Frappe CRM
frappe.ioWealthbox
wealthbox.comSide by side
| Figure | Frappe CRM | Wealthbox |
|---|---|---|
| Price from | $5/mo | $59/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | Yes | — |
| Web | Yes | Yes |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 7 | 5 |
| Spec score · CRM Software | 9.4 (#7) | 9.2 (#13) |
| Company ownership | LinkedIn describes Frappe as privately held and focused on building open-source business software. | LinkedIn identifies Wealthbox as owned by Starburst Labs, Inc. |
| Email sync | Yes | Yes |
| Free plan | Yes | No |
| Free trial | Yes | Yes |
| Headquarters | Mumbai, Maharashtra, India | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Officially listed integrations include ERPNext, WhatsApp, Twilio, Exotel and Meta, with the ability to build additional integrations. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Rating on Apple App Store | The app listing says it has insufficient ratings or reviews to display an overview. | 4.8 out of 5 from 1.7K ratings |
| Visual sales pipeline | Yes | Yes |
| Support | The pricing page describes Product Warranty as bug-fix support from Frappe engineers through support tickets and says it does not include functional support. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
| What it does | Frappe CRM manages leads, deals, contacts, organizations, communications and sales pipelines for sales teams. | Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows. |
| Workflow automation | Assignment rules route leads and deals automatically, while SLAs track response deadlines and breaches. | Workflows can sequence tasks, emails, events and stage changes with delays, conditional branches, assignments and overdue tracking. |
Plans
Frappe CRM
- Sites$5 a month
- Servers$20 a month
- Self-hostedFree
- Frappe Cloud Sites$5 a month
- Sites$5 a month
- Servers$40 a month
- Frappe Cloud Servers$60 a month
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Frappe CRM
Frappe CRM is an open-source CRM for sales teams managing leads, deals, communications and follow-ups. Teams can capture leads from web forms, incoming email, WhatsApp, Facebook lead ads, manual entry or spreadsheet imports, then move them into deals and track progress through customizable Kanban stages. Visual workflows can send emails, assign sales representatives, change fields or call webhooks. Users can tailor the system with custom fields, statuses and actions. Listed integrations include ERPNext, WhatsApp, Meta, Twilio and Exotel, with APIs available for third-party connections. Plans include unlimited leads, deals, contacts and sales agents without per-user pricing. It runs on the web and can be hosted on Frappe Cloud or installed on a customer's server; mobile use is through a phone browser that can be added to the home screen. Self-hosting is free under the AGPL-3.0 license. Frappe Cloud Sites costs $5 a month for a single site, and Servers costs $60 a month. Product Warranty provides bug-fix support through tickets, not functional support.