HubSpot CRM vs Wealthbox
HubSpot CRM
hubspot.comWealthbox
wealthbox.comSide by side
| Figure | HubSpot CRM | Wealthbox |
|---|---|---|
| Price from | $15/mo | $59/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 8 | 5 |
| Spec score · CRM Software | 9.2 (#12) | 9.2 (#13) |
| AI Features | The free CRM includes AI tools for routine tasks and customer insights. | Yes |
| Email sync | Yes | Yes |
| Founded | 2006 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Free plan | Yes | No |
| Free trial | Yes | Yes |
| Headquarters | Cambridge, Massachusetts, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Mobile app | Yes | Yes |
| Visual sales pipeline | Yes | Yes |
Plans
HubSpot CRM
- FreeFree
- FreeFree
- Starter$15 a month
- StarterPriced on request
- Professional$50 a month
- ProfessionalPriced on request
- Enterprise$75 a month
- EnterprisePriced on request
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
HubSpot CRM
HubSpot CRM brings customer data and reporting together, with tools for managing sales activity and team conversations. Users can visualize a sales cycle, assign tasks, and predict future revenue. The CRM includes email sync, marketing and workflow automation, lead scoring, sales forecasting, AI features, and payment links. Teams can connect messaging tools in a shared inbox and manage permissions for records, content, and tools. It runs in Chrome, Firefox, Safari, and Edge, with mobile apps for Android and iOS. The HubSpot Marketplace lists more than 2,000 apps, and data can sync automatically in both directions with third-party apps. The free plan costs nothing, requires no credit card, and has no expiration date; it allows 2 users. Starter costs $15 a month per seat, Professional $50 a month per seat, and Enterprise $75 a month per seat. Professional and Enterprise also list one-time onboarding costs.