Wealthbox CRM - Alternatives & Competitors

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

Pipeline CRM delivers a cloud-based, easy-to-use sales CRM platform featuring AI email assistance, advanced automation, and contract management tools to streamline sales processes and boost team productivity.

• Paid
• From 29$

theCRM is a modern Customer Relationship Management software designed to streamline business processes across marketing, sales, and customer service with personalized configurations and enterprise-grade capabilities at sensible pricing.

• Contact for Pricing

Residieons CRM is an AI-powered customer relationship management software tailored for real estate professionals, offering automated lead management, property tracking, analytics, and streamlined business workflows.

• Paid
• From 37$

Cloze offers an AI-driven platform tailored for real estate brokerages, delivering automated CRM, marketing, lead management, and insightful analytics to boost sales and agent productivity.

• Contact for Pricing

Raynet CRM is an AI-powered customer relationship management platform that centralizes sales data, automates administrative tasks, and provides complete visibility over sales processes for businesses of all sizes.

• Freemium
• From 19$

Pipeliner CRM leverages advanced AI technology to streamline sales processes, automate workflows, and enhance productivity for mid-sized to enterprise organizations. Its intuitive interface and comprehensive features facilitate efficient sales management, robust reporting, and seamless integration.

• Paid
• From 75$

NexJ provides a comprehensive CRM and integrated desktop solution designed specifically for financial advisors, helping them manage client lifecycles, automate workflows, and improve efficiency.

• Contact for Pricing

FinKoper is an AI-powered CRM platform designed for accounting firms, offering task management, client communication, tax calendar automation, and integrations with messengers like WhatsApp and Telegram to streamline operations.

• Freemium
• From 5$

edge CRM is an AI-driven customer relationship management platform designed to simplify sales processes, boost productivity, and enhance business performance through intelligent automation and secure data management.

• Free Trial

Maple CRM is an AI-powered customer relationship management platform that integrates sales, operations, and field service management into a single solution for small and medium businesses.

• Contact for Pricing

SalesDesk leverages AI to centralize CRM, automate workflows, and deliver actionable sales insights, empowering sales teams to collaborate and close deals efficiently.

• Freemium
• From 70$

SmartMeetings.ai automates meeting tasks, providing call recording, automated notes, and key insights to boost sales and customer success performance. It streamlines workflows and enhances team collaboration.

• Paid
• From 24$

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

Cockpit is an AI-powered platform that provides accurate meeting summaries, automatic CRM enrichment, and key insights from customer interactions to enhance team productivity.

• Freemium
• From 27$

Ennube.ai provides turnkey AI agents designed to automate tasks, analyze customer data, and optimize CRM processes, helping businesses streamline operations and enhance relationships.

• Free Trial
• From 199$

Amwork is an advanced CRM and business management platform offering AI-driven automation, real-time analytics, and seamless team collaboration for sales, project, inventory, hiring, and more.

• Pay Once

Klipy is an AI-powered CRM platform designed to automate sales tasks and improve team efficiency. It offers contact and deal flow management, along with AI assistants.

• Freemium
• From 30$

Workcamp is an advanced, AI-powered work management platform designed to streamline project management, real-time collaboration, and task automation for all departments.

• Freemium
• From 9$

WelcomeHome is an AI-powered CRM platform designed specifically for senior living communities and home care agencies, offering intuitive reporting, built-in automations, and industry data insights to streamline operations and improve sales conversions.

• Paid
• From 550$

TorkeHub offers AI-powered CRM and automation tools to streamline operations, manage leads, and enhance sales and marketing processes. Boost productivity and efficiency with smarter tools.

• Freemium
• From 6$

Property CRM is a comprehensive CRM software designed for real estate professionals, offering tools for lead management, property listing, and automated workflows to boost sales efficiency and customer engagement.

• Freemium
• From 7$

Saleslumen leverages AI to streamline cold outreach, lead management, and customer service with comprehensive CRM, automation, and analytics designed for modern businesses.

• Freemium
• From 9$

AI SOFT-MART offers AI-powered software solutions to optimize business communication, collaboration, and automation. Leverage VoIP software and smart automation tools for enhanced productivity and efficiency.

• Contact for Pricing

TeamWave is an all-in-one business platform that streamlines sales, CRM, HR, project management, and e-signature workflows, enhanced with AI-powered productivity tools and integrations. Ideal for small to medium businesses seeking an affordable, scalable and integrated solution.

• Paid
• From 59$

Attio is an AI-native CRM designed to build, scale, and grow your company. It offers a powerful, adaptable platform for managing customer relationships and streamlining business processes.

• Paid
• From 34$

hafooz is an AI-powered CRM platform designed to streamline sales and customer support processes with automation, conversational AI, and integrated lead management for growth-focused businesses.

• Freemium
• From 7$

RydrexCRM is a comprehensive software platform that streamlines client management, HR processes, project tracking, and financial operations for businesses of all sizes.

• Paid
• From 9$

Aartha AI is an AI-powered operating system that centralizes customer signals, analyzes interactions, and provides actionable insights to protect revenue and accelerate growth for B2B SaaS companies and agencies.

• Contact for Pricing

Sophiie AI is an advanced virtual receptionist service that handles business calls with human-like interaction, offering features like instant answering, call scheduling, and comprehensive call management solutions.

• Contact for Pricing

Playbook AI is an advanced sales engagement platform that leverages artificial intelligence to automate, orchestrate, and optimize sales activities, boosting productivity and increasing win rates for businesses.

• Free Trial
• From 60$

Table AI is an AI-powered personal CRM designed to help users effortlessly manage and grow their professional and personal networks.

• Contact for Pricing

HiWork is an AI-powered personal CRM that helps individuals and small businesses manage contacts, projects, tasks, notes, and email conversations in one place.

• Free Trial
• From 12$

Client Pro AI is an all-in-one business automation platform that leverages AI technology to help small businesses manage customer relationships, automate marketing, handle communications, and streamline operations through a unified dashboard.

• Freemium
• From 97$

Turtlee is an AI-powered unified CRM platform that streamlines sales and support operations, offering comprehensive customer journey management with automated workflows.

• Freemium

Quicko Pro is an AI-powered practice management platform that helps advisors manage orders, customers, payments, and teams in one place, featuring a powerful order management system and AI Sidekick for enhanced productivity.

• Free Trial

SugarCRM is an AI-powered customer relationship management platform that provides sales automation, marketing automation, and customer service solutions with built-in intelligence for improved business productivity and customer insights.

• Paid
• From 19$

Hints is an AI-powered CRM tool that automates data entry, finds duplicates, suggests actions, and provides sales data access through chat and voice commands.

• Usage Based
• From 10$

Truva AI is an intelligent sales automation platform that transforms sales activities into actionable insights, handling CRM updates, follow-ups, and analytics automatically.

• Freemium
• From 30$

Hightime is an AI-powered sales workspace that assists sales professionals by automating workflows, providing contextual information, and suggesting proactive actions while integrating with common business tools.

• Freemium

AutoRaptor is a specialized automotive CRM platform designed to streamline sales, manage leads, and optimize customer communications for car dealerships, featuring an AI sales assistant and mobile capabilities.

• Contact for Pricing

Salesmate is a modern, flexible CRM platform that combines AI-powered automation with customizable features for sales teams, offering built-in calling, email automation, and comprehensive customer management capabilities.

• Freemium
• From 23$

LeadHeed is an all-in-one CRM software designed to help businesses manage customer relationships, automate workflows, and boost productivity with advanced AI-powered capabilities.

• Freemium
• From 15$

SmartInbox AI is an AI-powered email management tool designed to organize, prioritize, and automate email responses, enhancing productivity and streamlining communication.

• Freemium
• From 10$

StageKite is an AI-powered CRM enrichment platform that automates sales forecasting by interviewing sales reps, extracting key deal details, and updating CRM systems automatically to improve data accuracy and sales efficiency.

• Freemium
• From 20$

Bookkeeper AI automates accounting tasks, streamlining financial management for businesses of all sizes. It offers features like automated payouts, workflow management, and real-time financial insights.

• Paid
• From 32$

HoneyBook is a comprehensive client management and business automation platform that helps independent businesses streamline their client workflows, from proposals and contracts to invoicing and payments.

• Freemium
• From 16$

Daizy provides AI agents specifically designed for the financial services sector, empowering wealth and asset managers to enhance marketing, sales, research, and workflow automation.

• Free Trial

Tapdesk is an AI-powered CRM designed to find relevant leads, organize sales pipelines, and improve closing ratios. It leverages machine learning to streamline the sales process and enhance productivity.

• Contact for Pricing

InboxHR is an AI-powered HR automation platform that streamlines employee support, policy management, and data handling through intelligent chatbots and seamless integrations.

• Paid
• From 249$