Frappe CRM vs Wealthbox: Complete Comparison (2026)
An in-depth comparison of Frappe CRM and Wealthbox to help you choose the right tool for your business.
Last updated: November 2026
Frappe CRM
7/10
Open-source sales CRM from Frappe for small and mid-sized sales teams, with unlimited users, lead and deal pipelines, calling, and WhatsApp integration.
Wealthbox
6.7/10
Wealthbox is a web-based CRM for financial advisors and wealth management firms, covering households, workflows, pipelines and custodial integrations.
Feature-by-Feature Comparison
| Feature | F Frappe CRM | |
|---|---|---|
| Scores | ||
| Overall Rating | 7/10 | 6.7/10 |
| Customization | 8/10 | 6/10 |
| Analytics | 5/10 | 6/10 |
| Integration | 6/10 | 8/10 |
| Support | 5/10 | 5/10 |
| Ease of Use | 7/10 | 9/10 |
| Security | 6/10 | 7/10 |
| Cost | 10/10 | 5/10 |
| Scalability | 6/10 | 6/10 |
| Pricing | ||
| Free plan | Yes | No |
| Cheapest paid plan | $5/mo Frappe Cloud Sites | $65/user/mo Basic |
| Estimated cost for 10 users | Free Self-host | $650/mo Basic |
| Features | ||
| Built-in Calling | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Mobile Access | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Lead Management | Not listed | |
| Marketing Automation | Not listed | |
Frappe CRM vs Wealthbox cost by team size
Frappe CRM costs less at every team size we checked.
| Team size | Frappe CRM | Wealthbox |
|---|---|---|
| 1 user | FreeSelf-host | $65/moBasic |
| 5 users | FreeSelf-host | $325/moBasic |
| 10 users | FreeSelf-host | $650/moBasic |
| 25 users | FreeSelf-host | $1,625/moBasic |
| 50 users | FreeSelf-host | $3,250/moBasic |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
FWhy choose Frappe CRM
- Has a free plan (Wealthbox does not)
- Lower estimated cost for 10 users: Free vs $650/mo
- Higher Cost score (10/10 vs 5/10)
- Higher Customization score (8/10 vs 6/10)
- Better fit for sales teams (8/10 vs 3/10)
Why choose Wealthbox
- Higher Integration score (8/10 vs 6/10)
- Higher Ease of Use score (9/10 vs 7/10)
Pros & Cons
FFrappe CRM
Pros
- No per-user fees, so large sales teams pay the same site price as small ones.
- The open-source AGPL code can be self-hosted for free and moved between hosting providers.
- Twilio and Exotel calling with recordings, plus WhatsApp Business chat, are logged on each lead.
- The ERPNext integration creates quotations from deals and customers from won deals.
- Custom fields, stage renaming, and permissions can be set up without code.
Cons
- Community users report slow progress on long-open issues and feature requests.
- Users report gaps between leads, deals, and ERPNext quotations, with won deals not always creating customers.
- Logging calls and scheduling follow-up tasks is described as tedious.
- There is no marketing automation and fewer out-of-the-box features than HubSpot or Odoo.
- There are very few formal reviews on review sites, and the interface is English only according to AlternativeTo.
Wealthbox
Pros
- Reviewers on G2 and SmartAsset say advisors can learn it with little training.
- More than 150 integrations with advisor tools such as Schwab, Fidelity, Orion and Addepar, plus Zapier.
- Has its own SOC 2 Type II audit, encrypts data at rest and supports two-factor authentication.
- Per-user pricing keeps costs down for small teams, and AI agents come with every plan.
- Data migration help and onboarding support are available.
Cons
- There is no phone support. Help comes only through tickets, which is a frequent complaint in reviews.
- Workflows, email sync and custom dashboards are only on the higher tiers.
- AI Notetaker and Vault cost extra per user.
- It is built for financial advisors, so it fits general sales teams poorly.
- Some reviewers want more native integrations.
Not sold on either?
Frequently Asked Questions
Frappe CRM scores higher on our CRM criteria: 7/10 against 6.7/10 for Wealthbox. The largest gap is in Cost: 10/10 for Frappe CRM and 5/10 for Wealthbox.
Frappe CRM costs less for 10 users: free on its Self-host plan, against about $650/mo on its Basic plan for Wealthbox, billed monthly.
Frappe CRM has a free plan; Wealthbox does not list one.
Frappe CRM is the better fit for sales teams: we rate it 8/10 for them, against 3/10 for Wealthbox.
