Pipedrive vs Wealthbox
Pipedrive
pipedrive.comWealthbox
wealthbox.comSide by side
| Figure | Pipedrive | Wealthbox |
|---|---|---|
| Price from | $14/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 | 4 | 5 |
| Spec score · CRM Software | 9.3 (#9) | 9.2 (#13) |
| 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 | No | No |
| Free trial | Yes | Yes |
| Headquarters | Pipedrive lists Pipedrive Inc. at 530 Fifth Avenue in New York as its headquarters. | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Pipedrive advertises more than 500 Marketplace integrations, including Google Workspace, Zoom, Zapier and Slack. | 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 | 3.7 out of 5 from 675 ratings | 4.8 out of 5 from 1.7K ratings |
| Rating on Capterra | 4.5 out of 5 from 3,064 reviews | 4.7 out of 5 from 146 reviews |
| Rating on G2 | 4.3 out of 5 from 5,149 reviews | 4.6 out of 5 from 109 reviews |
| Rating on GetApp | 4.5 out of 5 from 3,062 reviews | 4.7 out of 5 from 145 reviews |
| Rating on Google Play | 4.0 out of 5 from about 3.59K reviews | 4.6 out of 5 from 154 reviews |
| Rating on Software Advice | 4.5 out of 5 from 3,059 reviews | 4.7 out of 5 from 146 reviews |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
Pipedrive
Pipedrive is paid sales software centered on a visual pipeline for managing leads and sales activity. It runs on the web and has iOS and Android apps, with email sync, marketing automation, AI features and a mobile app listed. Lite combines lead, calendar and pipeline management with AI-powered report creation, meeting intelligence and more than 500 integrations. Growth adds full email sync with tracking, automations and nurturing sequences, subscription and forecast reports, a meeting scheduler and a contacts timeline. Premium adds lead generation and routing, custom scoring, company data enrichment, AI-powered multi-email tools, contracts and e-signatures. Ultimate includes account security rules and alerts, phone and email data enrichment, a sandbox testing account and extended phone support. Pipedrive has no free plan but offers a 14-day trial. The maker was founded in 2010 and is headquartered in New York, United States.