Capsule CRM vs Wealthbox (2026): which should you pick?
As of Nov 12, 2026, Capsule CRM grades higher than Wealthbox: 2.2 against 1.8 out of 4.0.
Checked Oct 5, 2026 and Nov 12, 2026 · graded Oct 10, 2026 and Nov 12, 2026 by ToolGPA
Capsule CRM grades higher on value for money and the free plan. They get the same grade on features, ease of use and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Capsule CRM
Small-business CRM for contacts, sales pipelines and projects
Wealthbox
CRM built for financial advisors and wealth management firms
Which one is for you
Pick Capsule CRM if
- Fits if there are one or two of you and 250 contacts covers your list for now
- Works for firms that sell a job and then deliver it, as project boards follow the sale
Look elsewhere if
- Pricey if you need workflow automations, email sync or a second pipeline, which start on Growth at $36 a user
- Tight if you're staying free: 2 users, 250 contacts, 5 custom fields and one pipeline is the lot
- Not for you if you want email campaigns built in, as they're a separate add-on from $11 a month
- Watch out: every paid plan caps contacts, from 30,000 on Starter to 240,000 on Ultimate
- Skip it if you want a desktop app, as Capsule runs on the web, iPhone and Android only
Pick Wealthbox if
- Fits if you are an independent advisor or small RIA team
- Works for firms that want one CRM across several workspaces
Look elsewhere if
- Pricey if you want automation, as workflows start on Pro at $85 a user
- Watch out: the AI Notetaker is $49 a user and Vault storage $29 a user, on top of any plan
- Tight if you store files, with 2 GB on Basic and 20 GB at most
- Watch out: the page doesn't say whether prices are billed monthly or annually
How we grade them
| 2.2GPACapsule CRMFair | 1.8GPAWealthboxWeak | |
|---|---|---|
| Value for money | CStarter is $18 a user a month on yearly billing, $22 monthly, below the $24 middle for CRMs, and brings 30,000 contacts, a shared mailbox and basic reporting. What stops it going higher is the next step: automations, email sync and a second pipeline mean Growth at $36, and email campaigns are an add-on from $11. | D$65 a user on Basic and $85 on Pro, where workflows live, against a category middle of $25. |
| Free plan and trial | CFree with no time limit for up to 2 users, with a sales pipeline and a project board. But it stops at 250 contacts and 5 custom fields, and a working business fills 250 contacts in a few months. The 14-day trial of a paid plan needs no card. | DA 14-day trial, but the page doesn't say whether a card is needed. No free plan. |
| Features | CContact records with notes, emails and files, a kanban pipeline with a forecast, project boards for after the sale, automations, reporting and AI summaries. It covers the basics, and the listing shows the gaps: email campaigns are a separate paid add-on, and every plan caps your contacts. | CHouseholds, pipelines, calendar and reporting. Workflows and email sync need Pro, and dashboards need Premier. |
| Ease of use | CNo store rating on record, and there are pipelines, milestones, project boards and a mailbox to set up before it earns its keep. The phone apps do log calls by themselves and sync offline changes, and on Starter an AI will draw up your pipeline stages. | CNo store rating on record. Workflows and integrations to set up. |
| Platforms and integrations | BWeb, iPhone and Android, with no desktop app. It connects to Gmail, Microsoft 365, Xero, QuickBooks, Mailchimp, Transpond, Zapier and Zendesk, and there's an API. | BWeb plus iOS and Android apps, with Schwab, eMoney, Addepar, DocuSign, Calendly and Zapier. No desktop app. |
| Best for | small firms tracking sales and client projects | a CRM for independent financial advisors |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Capsule CRM and Wealthbox. How we grade
Price against what you get
Capsule CRM starts at $18 a month for each person and scores 2.3 out of 4 on features, ease of use and platforms. Wealthbox starts at $65 a month for each person and scores 2.3.
They score the same, and Capsule CRM starts $47 a month lower. Of the other CRM tools on the chart, 14 score higher than Capsule CRM for less, and 35 score higher than Wealthbox for less.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Where they differ
- Capsule CRM also covers kanban boards.
- Wealthbox also covers meeting notes and dashboards.
At a glance
| Capsule CRM | Wealthbox | |
|---|---|---|
| Pricing | Free plan | Free trial |
| Starts at | $18 per user / month, billed annually ($22 billed monthly) | $65 per user / month (billing basis not stated) |
| Free plan | Free plan for up to 2 users: 250 contacts, 5 custom fields, 1 sales pipeline with custom milestones and a single project board. No time limit. | None |
| Free trial | 14-day free trial of any paid plan, no card required | 14-day free trial |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Zestia Ltd | Wealthbox, LLC |
| Price read from | capsulecrm.com | wealthbox.com |
| Checked | Oct 5, 2026 | Nov 12, 2026 |
Worth knowing
Capsule CRM
- The Free plan is limited to 2 users, 250 contacts, 5 custom fields and one sales pipeline.
- Workflow automations, email sync and multiple pipelines start at Growth, $36 per user / month billed annually ($40 monthly).
- Paid plans cap contacts: 30,000 on Starter, 60,000 on Growth, 120,000 on Advanced and 240,000 on Ultimate.
- Email campaigns come from a separate Marketing add-on, listed from $11 a month.
Wealthbox
- The pricing page does not say whether per-user prices are billed monthly or annually.
- The AI Notetaker costs $49 per user a month and the Vault file storage add-on $29 per user a month, on top of any plan.
- Workflows, email sync and broadcast email need Pro; dashboards need Premier.
- File storage is capped by plan, from 2 GB on Basic to 20 GB on Enterprise.
Key features
Capsule CRM
- Contact management
- Each contact record holds notes, emails and files. Contact limits rise with the plan, from 250 on Free to 240,000 on Ultimate.
- Sales pipeline
- Opportunities move through a kanban-style pipeline with custom milestones, and a pipeline dashboard shows conversion rate and forecast. Multiple pipelines need Growth or above.
- Project boards
- Project boards track the work delivered after a sale. The free plan has a single board, Growth allows multiple boards and Advanced lists 50.
- Workflow automations
- From the Growth plan, automations run a repeatable series of tasks, email notifications or stage changes on pipeline and project boards.
- AI tools
- Starter includes an AI pipeline generator. Growth adds AI summaries of recent activity, contact and business enrichment, and a meeting prep brief that is still in beta.
- Mobile apps
- The iOS and Android apps log calls automatically, sync changes made offline once reconnected, and show caller ID on iOS for unsaved numbers.
Wealthbox
- Contacts and households
- Contact and household records with segmentation tags, contact roles and groups, kept in an activity stream the whole team can see.
- Opportunity pipelines
- Opportunities on kanban boards: 1 pipeline on Basic, 3 on Pro, 5 on Premier and unlimited on Enterprise.
- Workflows
- Automated workflows start on Pro, with milestones and outcomes. Template sharing is added on Premier.
- AI Agents
- The vendor says it offers 24 pre-built agents, or users can build their own, included on every plan.
- Email and calendar sync
- Two-way email sync starts on Pro. The comparison also lists two-way calendar sync and a Chrome extension for Gmail.
- Reporting and dashboards
- Reports, charts and customizable dashboards, with custom homepages on Premier.
Plans
Capsule CRM
Free$0
Maximum 2 users, with 250 contacts, 5 custom fields, 1 sales pipeline and custom sales milestones.
Starter$18
per user / month, billed annually ($22 billed monthly)
30,000 contacts, email templates, a shared mailbox, basic reporting, premium integrations, goals and the AI pipeline generator.
Growth$36
per user / month, billed annually ($40 billed monthly)
60,000 contacts, workflow automations, advanced sales reporting, multiple pipelines and project boards, email sync and AI summaries.
Advanced$54
per user / month, billed annually ($60 billed monthly)
Everything in Growth with 120,000 contacts, 50 sales pipelines and 50 project boards.
Ultimate$72
per user / month, billed annually ($75 billed monthly)
For teams of 5 or more: 240,000 contacts, a dedicated account manager, custom training and ongoing priority support.
Wealthbox
Basic$65
per user / month, billing basis not stated
Contact and household management, tasks, 1 opportunity pipeline, calendar and meetings, 2 GB file storage.
Pro$85
per user / month, billing basis not stated
Everything in Basic, plus workflows and automations, two-way email sync, broadcast email and 3 opportunity pipelines.
Premier$119
per user / month, billing basis not stated
Everything in Pro, plus customizable dashboards and homepages, workflow template sharing and 5 workspaces.
EnterpriseCustom
Everything in Premier, plus enterprise SSO, unlimited workspaces, a dedicated account manager and priority support.
Ways to pay less
Capsule CRM
- Annual discount
Save up to 18% by paying annually
Capsule's pricing page says paying annually saves up to 18%: Starter is $18 per user a month billed annually against $22 billed monthly.
- Nonprofit
30% discount for nonprofits
Capsule's page for nonprofit organizations says it offers them a 30% discount; nonprofits with special requirements are asked to get in touch.
Wealthbox
No public discounts listed.
Common questions
Which is cheaper, Capsule CRM or Wealthbox?
As of Nov 12, 2026, Capsule CRM is cheaper to start with: $18 a month for each person, against $65 a month for each person for Wealthbox. Capsule CRM starts at $18 per user / month, billed annually ($22 billed monthly), and Wealthbox starts at $65 per user / month (billing basis not stated).
Which has a free plan, Capsule CRM or Wealthbox?
As of Nov 12, 2026, only Capsule CRM has a free plan. Wealthbox does not, though it has a free trial.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.