Comparison Summary
This comparison report of Streak vs. Wealthbox CRM is based on a specific set of business needs and context. The comparison uses 3280 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Streak and Wealthbox CRM
Streak, Wealthbox CRM, NetHunt 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.
Streak covers Communication Management with E-Mail, Engagement Management with E-Mail, Workflow Management, Contact List 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.
"I use Streak primarily for my hiring. It allows me to manage people in every stage of the hiring process, continually stay in touch, and keep notes on each person. I could not live without it. " - Shelby Black
"Wealthbox’s powerful enterprise features combined with a sleek user experience result in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success. " - Toussaint Bailey
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.
About
Streak | CRM In Your Inbox | Your CRM Right Inside Gmail‎
Modern CRM for financial advisors
Financials
PRIVATE
Business Need
Total Processes
(we found evidences for)
76
40
Total Goals
(we found evidences for)
10
4
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Scale best practices
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Improve internal communications
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Launch new products
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Improve stakeholder relations
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Grow market share
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Improve digital and social presence
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Improve ROI
- See 7 more
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Acquire customers
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Enhance customer relationships
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Grow market share
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Improve digital and social presence
- See 1 more
Top Channels
Channels Used
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offline
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e-mail
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social media
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events
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trade shows
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mass media
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website
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video
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Twitter
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phone calls
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user generated content
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blogs
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point of sale
- See 10 more
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offline
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e-mail
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social media
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events
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trade shows
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mass media
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website
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video
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Twitter
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phone calls
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user generated content
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blogs
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point of sale
- See 10 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
