Plans and Pricing
Compare pricing of Wealthbox vs Compare with the following detailed pricing plan info. Wealthbox comes in 2 packages: Foundation, Strength. On the other hand, Compare has not provided information about its pricing.
Screenshot
Take a look at the below screenshots and seamlessly compare the user interface of Wealthbox and Act! for better insights.
Features
Compare between Wealthbox and Act! on their key features and functionalities to pick the right one for your business.
- Contact management with full interaction history
- Wealthbox Mail two-way email sync
- Task management linked to contacts, accounts, and opportunities
- Real-time team activity streams
- Workflow automation with templates
- AI Notetaker for meeting prep, summaries, and follow-ups
- Customizable CRM reporting and charts
- 150+ integrations with custodians and wealthtech apps
- Mobile apps for iOS and Android
- Multi-layered security with 256-bit SSL encryption and MFA
- Contact, company and activity management with notes and history
- Sales pipeline and opportunity management with a Kanban board
- Email marketing with 170+ templates and drip/nurture campaigns
- Marketing automation with lead scoring on the Ultimate tier
- AI writing assistant and AI history summaries
- Interactive quotes and Act! Payments for online payment collection
- Outlook and Gmail/Google Workspace integration
- Act! Mobile app for iOS and Android
- Custom fields, layout designer and custom industry tables
- Reporting and interactive dashboards
Additional Details
| Details | Wealthbox | Act! |
|---|---|---|
| Languages | english | english |
| Country | United States | United States |
| API Available | ✔ | ✔ |
| Run On Mobile Browser | ✔ | ✔ |
| Free Plan | ✖ | ✖ |
| Customization | ✔ | ✔ |
| Support | Email, Live Support, Training, Tickets | Email, Phone, Live Support, Training, Tickets |
| Target Audience | freelancers, smes, enterprises | freelancers, startups, smes |
| Platforms | web app | web app, windows |
| Subscription Plans | Monthly | Yearly |
| Deployment | cloud based | cloud based, on premises |