Odoo CRM vs Wealthbox
Odoo CRM
odoo.comWealthbox
wealthbox.comSide by side
| Figure | Odoo CRM | Wealthbox |
|---|---|---|
| Price from | $24.90/mo | $59/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | Yes | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 5 | 5 |
| Spec score · CRM Software | 9.5 (#2) | 9.2 (#13) |
| AI features | Yes | Yes |
| Company ownership | LinkedIn describes Odoo as privately held, with company size listed at 5,001–10,000 employees. | LinkedIn identifies Wealthbox as owned by Starburst Labs, Inc. |
| Free plan | Yes | No |
| Headquarters | Grand-Rosière, Belgium | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Licence | The Odoo community code repository is published under GNU LGPL version 3; bundled libraries can carry compatible separate licences. | Wealthbox is proprietary software: its terms grant a limited, revocable, non-exclusive use licence and reserve software intellectual-property rights to Wealthbox or its licensors. |
| Rating on Apple App Store | 2.6 out of 5 from 145 ratings | 4.8 out of 5 from 1.7K ratings |
| Rating on Capterra | 4.2 out of 5 from 1,334 reviews | 4.7 out of 5 from 146 reviews |
| Rating on G2 | 4.1 out of 5 from 204 reviews | 4.6 out of 5 from 109 reviews |
| Rating on GetApp | 4.2 out of 5 from about 1,300 reviews | 4.7 out of 5 from 145 reviews |
| Rating on Google Play | 3.7 out of 5 from 4.66K reviews | 4.6 out of 5 from 154 reviews |
| Rating on Software Advice | 4.2 out of 5 from 1,335 reviews | 4.7 out of 5 from 146 reviews |
| Security | Odoo describes code review, SQL-injection and XSS/RPC protections, PBKDF2-SHA512 password hashing, OIDC/OAuth and HTTPS enforcement on Odoo Cloud. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | The pricing page says all plans include unlimited email support, Monday to Friday, 24/5, in English, French, Spanish, or Dutch. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
| What it does | Odoo CRM manages leads, opportunities, sales pipelines, activities, forecasts and quotations within an integrated business-app suite. | Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows. |
Plans
Odoo CRM
- One App FreeFree
- Standard$24.90 a month
- StandardPriced on request
- Custom$49 a month
- CustomPriced 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
Odoo CRM
Odoo CRM helps teams track sales opportunities, plan follow-ups and forecast sales through a Kanban pipeline. Leads can come from email, VoIP calls, social reactions, website visitors, event attendees and support tickets; predictive criteria including past performance estimate their likelihood of success. Users can automate lead creation, team assignment and scheduled activities. Communication channels include email, live chat, SMS and VoIP. CRM reporting includes lead and opportunity analysis, cohort analysis, dashboards and sales KPIs. Odoo Calendar can sync with Google Calendar and Outlook, and opportunity records can be used to create meetings. The Outlook plugin can create opportunities from an email panel in desktop or web Outlook. One App Free costs nothing for one app with unlimited users. Standard costs $24.90 a month billed yearly and the page also shows US$ 31.10 per user per month. Custom costs $49 a month billed yearly and also shows US$ 61.00 per user per month; Odoo.sh hosting costs extra. Odoo is open source, and its Custom plan includes external API access.