Freshsales vs Wealthbox
Freshsales
freshworks.comWealthbox
wealthbox.comSide by side
| Figure | Freshsales | Wealthbox |
|---|---|---|
| Price from | $9/mo | $59/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 7 | 5 |
| Spec score · CRM Software | 9.5 (#1) | 9.2 (#13) |
| AI assistance | Freddy AI highlights leads and deals, provides insights, and writes emails. | The AI Assistant can find and summarize CRM information, draft emails, generate reports and propose record changes that require user approval. |
| AI features | Yes | Yes |
| Email sync | Yes | Yes |
| Founded | 2010 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Free plan | Yes | No |
| Free trial | The trial lasts 21 days and requires no credit card. | Yes |
| Headquarters | San Mateo, California, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Freshsales integrates with more than 100 apps through the Freshworks Marketplace and provides APIs for custom integrations. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Mobile app | Yes | Yes |
| Visual sales pipeline | Yes | Yes |
| Security | Freshworks’ Trust Center lists ISO/IEC 27001:2022, ISO/IEC 27701:2019, SOC 3, SOC 2 Type 2, and other compliance materials. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | Freshsales support documentation includes integration guides for QuickBooks, Xero, Google contacts, SMS, Jira, Shopify, Microsoft Teams, WooCommerce, and Freshworks products. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
| Workflow automation | The Growth plan includes basic workflows for automating repetitive tasks. | Workflows can sequence tasks, emails, events and stage changes with delays, conditional branches, assignments and overdue tracking. |
Plans
Freshsales
- FreeFree
- Growth$9 a month
- Pro$39 a month
- Enterprise$59 a month
- Growth$108 a year
- Pro$468 a year
- Enterprise$708 a year
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Freshsales
Freshsales is customer relationship management software for sales teams, combining lead management, customer communications, and deal tracking. Teams can capture, qualify, route, and track leads, review contact histories, customize pipeline stages, and forecast revenue. Built-in chat, email, and phone tools bring customer interactions together, while integrations extend channels to Facebook Messenger and WhatsApp Business. Kanban views use drag-and-drop cards. Freddy AI can highlight leads and deals, provide insights, recommend closing actions, and write emails. Automation options include task management, assignment rules, sales sequences, workflows, and internal notifications. Freshsales offers Android and iOS apps with offline mode, voice notes, check-in, Google Maps synchronization, and Gmail and Outlook add-ons. The free plan supports up to 3 users. Growth starts at $9 per user per month, billed annually; Pro is $39 per month and Enterprise is $59 per month, both billed annually. A 21-day trial provides access to the fully loaded CRM, after which accounts are suspended if users do not continue.