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Freshsales vs Wealthbox CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Freshsales vs. Wealthbox CRM is based on a specific set of business needs and context. The comparison uses 9025 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Freshsales and Wealthbox CRM

Freshsales, Wealthbox CRM, Pipeline CRM, Agile CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Freshsales covers Engagement Management with E-Mail, Communication Management with E-Mail, Workflow Management with E-Mail, Lead Management with E-Mail, etc.

Wealthbox CRM focuses on Collaboration with Offline, Workflow Management, Contact List Management with Website, Conference Call Management with Offline, etc.

"Workflows simplifies our process and improves our work performance. In fact, only 5% of our updates are manual tasks. We optimize and manage the large share using workflow automation in Freshsales. " - Guy Brand

"We love the Wealthbox interface, because it's so intuitive and easy to use, and everyone stays in the loop on client activity. " - Rianka Dorsainvil

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Freshsales

Focus area

Freshsales is better than Wealthbox CRM for

Software Failure Risk

  • medium

logo Wealthbox CRM

Focus area

Software Failure Risk

  • medium

About

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

Modern CRM for financial advisors

Age

2010

Financials

SERIES H

Business Need

Total Processes
(we found evidences for)

107

40

Total Goals
(we found evidences for)

13

4

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


communication management

tracking & monitoring communications

sending & publishing communications




contact list management

creating contact list



helpdesk management


generation of new leads


sales call management

meeting management



conversion management


lead qualification

lead qualification: demographic

lead qualification: behavioural

lead qualification: technographic

lead qualification: firmographic


training & onboarding


pipeline management


campaign management

campaign monitoring

campaign analytics






sales document management

proposal & quote management

contract management


promotion management


discount management



social media management

social media analytics

managing social media account


relationship management


business development



customer feedback management

measuring customer satisfaction

measuring net promoter score


account management


products & pricelist management


follower management



performance management








customer case management


segmentation and targeting


relationship marketing



knowledge management


rating and review management



competitive intelligence




lifetime value management


opportunity management


revenue cycle management


sales review & feedback


loyalty management



content management


database marketing



conference call management


touchpoint management



calendar management


billing and invoice management



motivation management


channel management



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve efficiency

  • Improve internal communications

  • Improve ROI

  • Improve visibility

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Grow market share

  • Launch new products

  • Shorten ramp up time

  • See 10 more
  • Acquire customers

  • Enhance customer relationships

  • Grow market share

  • Improve digital and social presence

  • See 1 more

Top Channels

Channels Used

  • offline

  • e-mail

  • social media

  • events

  • trade shows

  • mass media

  • website

  • video

  • Twitter

  • phone calls

  • user generated content

  • blogs

  • point of sale

  • See 10 more
  • offline

  • e-mail

  • social media

  • events

  • trade shows

  • mass media

  • website

  • video

  • Twitter

  • phone calls

  • user generated content

  • blogs

  • point of sale

  • See 10 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting