SurefireCRM vs Wealthbox
SurefireCRM
surefirecrm.comWealthbox
wealthbox.comSide by side
| Figure | SurefireCRM | Wealthbox |
|---|---|---|
| Price from | $91/mo | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 5 |
| Spec score · Financial Services CRM Software | 8.1 (#14) | 8.5 (#10) |
| Integrations | Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Rating on Capterra | 4.5 out of 5 from 55 reviews | 4.7 out of 5 from 146 reviews |
| Rating on G2 | 4.0 out of 5 from 20 reviews | 4.6 out of 5 from 109 reviews |
| Rating on GetApp | 4.5 out of 5 from 55 reviews | 4.7 out of 5 from 145 reviews |
| Support | Surefire enrollment terms describe production support as remote diagnostics and help desk assistance limited to application support. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
| What it does | Surefire is a mortgage CRM and marketing automation platform for lenders, loan officers, brokers and related mortgage teams. | Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows. |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
In their own words
SurefireCRM
SurefireCRM has no write-up on Specifiction yet; its figures are above.