---
description: Side-by-side comparison of Zoho CRM vs Wealthbox CRM. Learn more about each of the product's price, features, and see the most comprehensive reviews for UK business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Zoho CRM vs Wealthbox CRM Comparison - Capterra UK 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Zoho CRM \<span\>vs\</span\> Wealthbox CRM](https://www.capterra.co.uk/compare/155928/175666/zoho-crm/vs/wealthbox)

# Compare Zoho CRM vs Wealthbox CRM

Canonical: https://www.capterra.co.uk/compare/155928/175666/zoho-crm/vs/wealthbox

> Detailed comparison between Zoho CRM and Wealthbox CRM. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Zoho CRM | Wealthbox CRM |
| **Overall rating** | 4.3/5 | 4.7/5 |
| **Total Reviews** | 7003 | 146 |
| **Starting Price** | £10.00 | US$59.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | Yes | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | Live Online, Webinars, Documentation, Videos |

## Best for

### Zoho CRM

Zoho CRM can be used by businesses of all sizes. Teams can even build a custom version of Zoho CRM.

### Wealthbox CRM

Financial advisors and wealth management firms of all sizes, including independent RIAs, broker-dealers, RIA aggregators, OSJs, banks, credit unions, trust companies, and family offices.

## Key features

### Zoho CRM

- API
- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Client Management
- Collaboration Tools
- Customer Database
- Document Management
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management
- Template Management
- Workflow Management

### Wealthbox CRM

- API
- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Client Management
- Collaboration Tools
- Customer Database
- Document Management
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management
- Template Management
- Workflow Management

## Links

- [View Zoho CRM Profile](https://www.capterra.co.uk/software/155928/zoho-crm)
- [View Wealthbox CRM Profile](https://www.capterra.co.uk/software/175666/wealthbox)
- [View Original Comparison](https://www.capterra.co.uk/compare/155928/175666/zoho-crm/vs/wealthbox)

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