| Price from | $1.08/mo | $59/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 15 | 5 |
| Spec score · CRM Software | 9.3 (#11) | 9.2 (#13) |
| AI features | Yes | Yes |
| API documentation | The developer hub includes guides, API reference material, a quickstart and legacy RPC documentation; API access is available regardless of plan. | Developer documentation describes OAuth 2.0, versioning, pagination, errors and JSON or XML REST resources under the v1 endpoint. |
| Email sync | Yes | Yes |
| Founded | 2009 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Free plan | No | No |
| Free trial | Yes | Yes |
| Headquarters | Ann Arbor, Michigan, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Nutshell says it connects with more than 5,000 applications through native, marketplace, Zapier and open-API options. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Mobile app | Yes | Yes |
| Rating on Apple App Store | 3.1 out of 5 from 85 ratings | 4.8 out of 5 from 1.7K ratings |
| Rating on Capterra | 4.4 out of 5 from 625 reviews | 4.7 out of 5 from 146 reviews |
| Rating on G2 | 4.3 out of 5 from 1,455 reviews | 4.6 out of 5 from 109 reviews |
| Rating on GetApp | 4.4 out of 5 from 625 reviews | 4.7 out of 5 from 145 reviews |
| Rating on Google Play | 3.6 out of 5 from 207 reviews | 4.6 out of 5 from 154 reviews |
