---
description: Compare Apptivo vs Wealthbox CRM for South African businesses. GetApp provides a side-by-side comparison with details on software price, features and reviews.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Compare Apptivo vs Wealthbox CRM | GetApp South Africa 2026
---

Breadcrumb: [Home](/) > [CRM for Small Businesses&#10;](/directory/4959/small-business-crm/software) > [Apptivo \<span\>vs\</span\> Wealthbox CRM](https://www.getapp.za.com/compare/2046686/2057636/apptivo/vs/wealthbox)

# Compare Apptivo vs Wealthbox CRM

Canonical: https://www.getapp.za.com/compare/2046686/2057636/apptivo/vs/wealthbox

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

-----

## At a Glance

| Metric | Apptivo | Wealthbox CRM |
| **Overall rating** | 4.4/5 | 4.7/5 |
| **Total Reviews** | 708 | 146 |
| **Starting Price** | US$15,00 | US$59,00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), 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 |

## Key features

### Apptivo

- API
- Activity Dashboard
- Activity Tracking
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Contact Management
- Customer Database
- Customizable Reports
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Mobile Access
- Reporting & Statistics
- Search/Filter
- Task Management
- Workflow Management

### Wealthbox CRM

- API
- Activity Dashboard
- Activity Tracking
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Contact Management
- Customer Database
- Customizable Reports
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Mobile Access
- Reporting & Statistics
- Search/Filter
- Task Management
- Workflow Management

## Links

- [View Apptivo Profile](https://www.getapp.za.com/software/2046686/apptivo)
- [View Wealthbox CRM Profile](https://www.getapp.za.com/software/2057636/wealthbox)
- [View Original Comparison](https://www.getapp.za.com/compare/2046686/2057636/apptivo/vs/wealthbox)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Compare Apptivo vs Wealthbox CRM | GetApp South Africa 2026","description":"Compare Apptivo vs Wealthbox CRM for South African businesses. GetApp provides a side-by-side comparison with details on software price, features and reviews.","url":"https://www.getapp.za.com/compare/2046686/2057636/apptivo/vs/wealthbox","about":[{"@id":"https://www.getapp.za.com/software/2046686/apptivo#software"},{"@id":"https://www.getapp.za.com/software/2057636/wealthbox#software"}],"breadcrumb":{"@id":"https://www.getapp.za.com/compare/2046686/2057636/apptivo/vs/wealthbox#breadcrumblist"},"@id":"https://www.getapp.za.com/compare/2046686/2057636/apptivo/vs/wealthbox#webpage","@type":["WebPage","CollectionPage"],"publisher":{"@id":"https://www.getapp.za.com/#organization"},"inLanguage":"en-ZA","isPartOf":{"@id":"https://www.getapp.za.com/#website"}},{"name":"Apptivo","description":"Apptivo is a sales &amp; marketing tool which provides the tools including lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Everything is completely accessible from Android or iOS devices and integrated with Office365 &amp; G Suite.\n \nThe Apptivo CRM starts with a simple contact management system with slick integrations such as automated email conversation tracking, or automated call logging. The solution offers a complete set of sales tools for lead management, activity tracking, pipeline visualization, and automated workflow, as well as integrated quoting, to generate estimates from the pipeline and email professionally branded PDFs to customers.\n \nApptivo’s apps also include integrated email marketing to launch targeted campaigns to contact lists, and track exactly who is reading &amp; clicking on messages. Implement marketing automation to plan out detailed sequences of when the team should be following up with prospects, and when they should be received personalized automated messages.\n \nApptivo offers much more than just a CRM. The platform includes apps that help in all areas of business such as help desk, invoicing, project management, procurement, and more. All apps are designed to resolve around the CRM, providing a complete 360° view of each customer. Apptivo allows users to define their company territories, markets, and their market segments; each of these properties can then be used to search and sort customer accounts by.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/c10e65df-a9db-403d-9f7c-74c30473afa1.png","url":"https://www.getapp.za.com/software/2046686/apptivo","@id":"https://www.getapp.za.com/software/2046686/apptivo#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.za.com/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":708,"ratingValue":4.4},"offers":{"price":"15","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"name":"Wealthbox CRM","description":"Wealthbox CRM is a cloud-based CRM workspace built for financial advisors and wealth management firms of all sizes, from independent RIAs to enterprise broker-dealers, banks, credit unions, trust companies, and family offices. The platform centralizes client and household records, full communication history, financial data, relationship tracking, opportunity pipeline management, automated workflows, and meeting management in a single environment. Two-way email sync with Gmail and Outlook, broadcast email with open and click tracking, shared meeting agendas, and collaborative notes keep advisor teams coordinated without switching between tools. A mobile app for iOS and Android stays fully synced with the web account for access in the field.\n\nWealthbox CRM includes a native AI layer across several functions. The AI Notetaker joins Zoom and Teams meetings, transcribes conversations, generates structured summaries, suggests action items, and drafts follow-up emails, all saved directly to the client record. The AI Assistant monitors client activity, drafts follow-up communications, and surfaces recommended actions, requiring advisor confirmation before any CRM changes are written. AI Meeting Prep aggregates recent notes, tasks, meetings, relationships, and financial data into a pre-meeting summary. AI-generated reporting, available on Premier and Enterprise plans, produces detailed CRM reports from natural-language prompts with support for custom parameters, data points, and charts. Early-access AI agents and playbooks add a further layer of guided next-step recommendations across the practice.\n\nThe platform supports compliance requirements through complete activity logs, searchable audit trails, SOC 2 Type II certification, 256-bit encryption, two-factor authentication, role-based permissions, SSO, and an Open API. Over 150 native integrations connect to custodial platforms, portfolio management, financial planning, compliance, and marketing tools, including Schwab, Fidelity, Pershing, MoneyGuide, eMoney, and Orion. Customizable dashboards, custom fields, custom objects, and workflow templates allow configuration to match firm-specific processes. Assisted data migration from an existing CRM is included. Plans start at $59 per user per month with a 14-day free trial and no credit card required.","image":"https://images.g2crowd.com/display-layer-screenshots/58410/42a9777119afaad76288b1088108650245bbe33e7c990184f914c5421877aaa7.png","url":"https://www.getapp.za.com/software/2057636/wealthbox","@id":"https://www.getapp.za.com/software/2057636/wealthbox#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.za.com/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":146,"ratingValue":4.7},"offers":{"price":"59","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"@id":"https://www.getapp.za.com/compare/2046686/2057636/apptivo/vs/wealthbox#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM for Small Businesses\n","position":2,"item":"/directory/4959/small-business-crm/software","@type":"ListItem"},{"name":"Apptivo vs Wealthbox CRM","position":3,"item":"https://www.getapp.za.com/compare/2046686/2057636/apptivo/vs/wealthbox","@type":"ListItem"}]}]}
</script>