Comparison Summary
This comparison report of Wealthbox CRM vs. Zoho Bigin is based on a specific set of business needs and context. The comparison uses 957 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Wealthbox CRM and Zoho Bigin
Wealthbox CRM, Zoho Bigin, PlanPlus Online, Redtail 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.
Wealthbox CRM covers Collaboration with Offline, Workflow Management, Contact List Management with Website, Conference Call Management with Offline, etc.
Zoho Bigin focuses on Engagement Management with Phone Calls, Training & Onboarding, Workflow Management with E-Mail, Pipeline Management, etc.
"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
"As a consultant I don't have a high sales volume that requires a full CRM. But I do need to track deals as the sales cycles are long and complicated. Bigin offers an affordable and full featured platform that integrates wonderfully with my Zoho envi...ronment. I also have confidence that when I do graduate to the full Zoho CRM the transition will be seamless. The call integration features are a great plus. I am excited to keep using this service as it evolves. Thank you to the Zoho team, you always surprise and never disappoint! " - Steve Perpich
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
Modern CRM for financial advisors
Zoho Bigin | A powerful CRM solution for small and micro businesses manage their customer relationships
Age
1996
Financials
PRIVATE
Business Need
Total Processes
(we found evidences for)
40
29
Total Goals
(we found evidences for)
4
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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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
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve ROI
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Improve stakeholder relations
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Launch new products
- See 3 more
Top Channels
Channels Used
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phone calls
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e-mail
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social media
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LinkedIn
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website
- See 2 more
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phone calls
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e-mail
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social media
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LinkedIn
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website
- See 2 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
