{"best_for":["Financial Advisors","Wealth Management Firms","Broker-Dealers","Family Offices","Trust Companies"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/wealthbox-crm","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/wealthbox-crm.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-048.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: wealthbox crm (https://aitoolsforbusiness.ai/wealthbox-crm)"},"features":["Contact & Household Management: Organizes client notes, emails, and financial information with support for custom fields and tagging.","Two-Way Email Sync: Connects email accounts to the CRM to track communications and store them within contact records.","Opportunity Pipeline: Provides a drag-and-drop interface to track prospects and manage the sales pipeline by stage.","Automated Workflows: Supports the creation of templates for recurring business processes and milestones.","AI Notetaker: An add-on tool designed to record, transcribe, and generate notes from client meetings.","Dynamic Reporting: Provides CRM reporting and customizable dashboards to track firm activity."],"freshness_status":"fresh","name":"wealthbox crm","pricing_note":"Plans start at $59 per user/month for Basic, $75 for Pro, and $99 for Premier. An AI Notetaker add-on is available for $49 per user/month. A free 14-day trial is available.","pricing_url":"https://www.wealthbox.com/pricing","primary_category":"Finance & Accounting","profile_last_verified":"2026-06-23T13:38:27.333Z","secondary_categories":[],"short_description":"Wealthbox is a CRM platform for financial advisors that supports contact management, AI-driven meeting notes, and workflow automation.","slug":"wealthbox-crm","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/wealthbox-crm","use_cases":["Client Relationship Tracking: Maintaining a history of phone calls, emails, and files associated with a client household.","Pipeline Management: Using Kanban boards to visualize and move prospects through different stages of the advisory process.","Standardizing Firm Processes: Creating workflow templates at a home office level and publishing them to field offices.","Meeting Documentation: Using AI tools to capture meeting insights and update CRM records with follow-up tasks."],"website_url":"https://www.wealthbox.com/"}