Salesmate vs Wealthbox Comparison
Compare Salesmate vs Wealthbox features, pricing, and more.
Last updated: November 2026
Salesmate
6.5/10
Sales CRM with built-in calling and texting, sequences, workflow automation and Skara AI agents, sold per user to small and mid-sized sales teams.
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 | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.5/10 | 6.7/10 |
| Customization | 7/10 | 6/10 |
| Scalability | 6/10 | 6/10 |
| Security | 7/10 | 7/10 |
| Analytics | 6/10 | 6/10 |
| Cost | 7/10 | 5/10 |
| Ease of Use | 7/10 | 9/10 |
| Integration | 5/10 | 8/10 |
| Support | 7/10 | 5/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | $29/user/mo Basic | $65/user/mo Basic |
| Estimated cost for 10 users | $290/mo Basic | $650/mo Basic |
| Features | ||
| Built-in Calling | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Marketing Automation | ||
| Mobile Access | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Customer Support Management | Not listed | |
| Lead Management | Not listed | |
Salesmate vs Wealthbox cost by team size
Salesmate costs less at every team size we checked.
| Team size | Salesmate | Wealthbox |
|---|---|---|
| 1 user | $29/moBasic | $65/moBasic |
| 5 users | $145/moBasic | $325/moBasic |
| 10 users | $290/moBasic | $650/moBasic |
| 25 users | $725/moBasic | $1,625/moBasic |
| 50 users | $1,450/moBasic | $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?
Why choose Salesmate
- Lower estimated cost for 10 users: $290/mo vs $650/mo
- Higher Cost score (7/10 vs 5/10)
- Higher Support score (7/10 vs 5/10)
- Better fit for sales teams (9/10 vs 3/10)
Why choose Wealthbox
- Higher Integration score (8/10 vs 5/10)
- Higher Ease of Use score (9/10 vs 7/10)
Pros & Cons
Salesmate
Pros
- Native VoIP calling and SMS, with numbers from about $1.10 a month in 80+ countries, so teams avoid buying a separate dialer.
- Entry price of $23 per user per month on annual billing undercuts many sales-focused CRMs with similar pipeline and email tracking features.
- The 15-day trial includes every feature and unlimited users, and Salesmate will extend it on request.
- Reviewers on G2 and Capterra (about 4.7 out of 5) repeatedly praise fast, responsive support and a clean pipeline interface.
- Holds ISO 27001 and SOC 2 certification, encrypts data at rest with AES-256, and offers IP access controls.
- All native integrations and the REST API are included on every plan at no extra cost.
Cons
- Key sales tools are gated by tier: sequences and the team inbox need Pro, and the power dialer and voicemail drop need Business.
- Usage charges for automation credits, calls, SMS, dedicated IPs and AI credits make the total cost hard to forecast.
- Reviewers on Trustpilot and G2 report email sync failures and messages landing in spam.
- About 46 native integrations is a small catalog next to HubSpot or Salesforce, so other connections rely on Zapier or Make.
- All fees are non-refundable, including unused time and voice credits.
- Some reviewers mention slow loading, a learning curve for advanced automation, and gaps in the mobile app.
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
Wealthbox scores higher on our CRM criteria: 6.7/10 against 6.5/10 for Salesmate. The largest gap is in Integration: 5/10 for Salesmate and 8/10 for Wealthbox.
Salesmate costs less for 10 users: about $290/mo on its Basic plan, against about $650/mo on its Basic plan for Wealthbox, billed monthly.
No, neither Salesmate nor Wealthbox lists a free plan.
Salesmate is the better fit for sales teams: we rate it 9/10 for them, against 3/10 for Wealthbox.
