CRM Software
Wealthbox CRM
Wealthbox is a cloud CRM for financial advisors, with client and household records, task workflows, opportunity tracking, integrations, and meeting tools.
$59 per user / monthList of Task Management Software | Last updated: November 2, 2026
| # | Software / Tool | Best For | TechZella Score | User Rating | Pricing |
|---|---|---|---|---|---|
| 1 | CharlieHR | CharlieHR is a cloud-based HR platform for small businesses, with employee records,… | 8.2/10 | — | £21 / £200 |
| 2 | Breathe HR | Breathe HR is a cloud-based HR platform for UK small businesses, covering… | 8.1/10 | — | £24 / £44 |
| 3 | Factorial HR | Factorial is a cloud HR platform for employee records, onboarding, time tracking,… | 8.1/10 | — | From $8 / $0 |
| 4 | Deskpro | Deskpro is customer-service and internal help desk software for managing tickets, self-service… | 8.0/10 | — | $39 / $59 |
| 5 | HiBob | HiBob is a cloud-based HCM platform for employee records, HR workflows, talent… | 8.0/10 | — | Custom quote |
| 6 | Scratchpad | Scratchpad is a Salesforce-connected sales workspace for pipeline updates, notes, and deal… | 8.0/10 | — | $20 / $16 |
| 7 | Lattice | Lattice is a people-management platform for performance reviews, goals, employee engagement, career… | 7.8/10 | — | $13 / $10 |
| 8 | JazzHR | JazzHR is a cloud applicant tracking system for managing job postings, candidates,… | 7.7/10 | — | $1,000 / $3,480 |
| 9 | Personio | Personio is a cloud HR platform for employee records, workflows, time tracking,… | 7.7/10 | — | Custom quote / $0 |
| 10 | Freshteam | Freshteam combined applicant tracking, employee records, onboarding, offboarding, and time-off management. Freshworks… | 6.2/10 | — | See pricing |
Wealthbox is a cloud CRM for financial advisors, with client and household records, task workflows, opportunity tracking, integrations, and meeting tools.
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