Wealthbox vs Zoho CRM
Wealthbox
wealthbox.com
Zoho CRM
zoho.comSide by side
| Figure | Wealthbox | Zoho CRM |
|---|---|---|
| Price from | $59/mo | $14/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 15 |
| Spec score · CRM Software | 9.2 (#13) | 9.4 (#3) |
| Spec score · Financial Services CRM Software | 8.5 (#10) | 8.5 (#11) |
| AI features | Yes | Yes |
| Email sync | Yes | Yes |
| Founded | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. | 1996 |
| Free plan | No | Yes |
| Free trial | Yes | Yes |
| Headquarters | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. | Chennai, India |
| Integrations | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. | Zoho CRM offers more than 1,100 ready-to-use app integrations. |
| Mobile app | Yes | Yes |
| Visual sales pipeline | Yes | Yes |
| Security | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. | Zoho CRM uses AES encryption and AES-256 encryption on its servers, and supports HIPAA and GDPR compliance functions. |
| Support | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
Plans
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- EnterprisePriced on request
Zoho CRM
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- Ultimate$52 a month
- FreeFree
- Standard$14 a month
- Professional$23 a month
- Enterprise$40 a month
- Ultimate$52 a month
In their own words
Zoho CRM
Zoho CRM gives sales teams tools to manage leads, track contacts, automate follow-ups, and measure sales performance. It includes a visual sales pipeline, email sync, lead scoring, forecasting, marketing automation, and workflow tools. Its AI features can recommend actions, flag anomalies, predict outcomes, automate follow-ups, and help interpret emails. Teams can customize layouts and portals, and connect more than 1,100 applications, including Slack, Teams, Google Drive, Dropbox, Mailchimp, and Zendesk. The free edition supports up to three users and includes leads, documents, and mobile apps. Starter is $14 a month per user with annual billing; Starter Monthly is $20 a month per user. Local taxes are additional, and a 15-day trial is listed. The mobile app can work offline and synchronize later. Developer access includes REST, Bulk, Notification, and Query APIs. Security controls include audit logs, IP restrictions, multi-factor authentication, and encryption; data encryption at rest is available in Enterprise and Ultimate editions.