OnePageCRM vs Wealthbox Comparison
Compare OnePageCRM vs Wealthbox features, pricing, and more.
Last updated: November 2026
OnePageCRM
6.4/10
OnePageCRM is an action-focused sales CRM from Galway, Ireland. Small businesses and sales teams use it to track contacts, next actions and deal pipelines.
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 | 6.4/10 | 6.7/10 |
| Customization | 5/10 | 6/10 |
| Analytics | 4/10 | 6/10 |
| Integration | 6/10 | 8/10 |
| Support | 8/10 | 5/10 |
| Ease of Use | 8/10 | 9/10 |
| Security | 6/10 | 7/10 |
| Cost | 8/10 | 5/10 |
| Scalability | 5/10 | 6/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | €9/user/mo Professional | $65/user/mo Basic |
| Estimated cost for 10 users | €90/mo Professional | $650/mo Basic |
| Features | ||
| Marketing Automation | ||
| Built-in Calling | ||
| Collaboration | ||
| Lead Management | Not listed | |
| Integrations | ||
| Sales Automation | ||
| Opportunity Management | ||
| Contact Management | ||
| Reporting & Analytics | ||
| Mobile Access | ||
Which One Should You Choose?
Why choose OnePageCRM
- Higher Support score (8/10 vs 5/10)
- Higher Cost score (8/10 vs 5/10)
- Better fit for sales teams (8/10 vs 3/10)
- Better fit for freelancers (7/10 vs 5/10)
Why choose Wealthbox
- Higher Analytics score (6/10 vs 4/10)
- Higher Integration score (8/10 vs 6/10)
- Better fit for mid-market (6/10 vs 4/10)
Pros & Cons
OnePageCRM
Pros
- The Next Action and Action Stream design makes reps set a follow-up for every contact, which reviewers say stops leads slipping through.
- Pricing is low, starting at 8.95 euros per user per month with unlimited contacts on every plan.
- Reviewers on G2 often mention responsive human support, and online chat and phone support are included on every plan.
- Field sales tools are included at no extra cost: mobile apps, speed dialer, business card scanner and route planner.
- There is a 21-day trial with no credit card, and you can cancel any time.
Cons
- Reporting is the most common complaint in reviews; going beyond basic pipeline views often means exporting to spreadsheets.
- Fields and workflows are less flexible than in larger CRMs.
- Exporting conversation threads and contact data is reported to be awkward.
- Email sequences are only on the top Max plan, and the Professional plan is capped at 15 Autoflows.
- There is no free plan.
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.
