Wealthbox CRM vs. Zinnia SmartOffice
Wealthbox CRM vs. Zinnia SmartOffice
Product | Rating | Most Used By | Product Summary | Starting Price |
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Wealthbox CRM | N/A | Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows. | N/A | |
Zinnia SmartOffice | N/A | Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features. | $70 per month per user |
Wealthbox CRM | Zinnia SmartOffice | |||||||||||||||
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Editions & Modules | No answers on this topic |
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Offerings |
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Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Wealthbox CRM | Zinnia SmartOffice | |
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Top Pros |
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Top Cons |
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Wealthbox CRM | Zinnia SmartOffice | |
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Small Businesses | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Medium-sized Companies | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Enterprises | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Wealthbox CRM | Zinnia SmartOffice | |
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Likelihood to Recommend | 8.0 (1 ratings) | 7.5 (2 ratings) |
Wealthbox CRM | Zinnia SmartOffice | |
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Likelihood to Recommend | Starburst Labs | Zinnia |
Pros | Starburst Labs | Zinnia |
Cons | Starburst Labs | Zinnia |
Alternatives Considered | Starburst Labs | Zinnia |
Return on Investment | Starburst Labs | Zinnia |
ScreenShots |