Less Annoying CRM vs Wealthbox (2026): which should you pick?
As of Nov 12, 2026, Less Annoying CRM grades higher than Wealthbox: 2.4 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
Less Annoying CRM grades higher on value for money, the free plan and ease of use. They get the same grade on features and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Less Annoying CRM
Simple CRM for small businesses at one flat per-user price
Wealthbox
CRM built for financial advisors and wealth management firms
Which one is for you
Pick Less Annoying CRM if
- Fits if you're one person or a small team still running sales from a spreadsheet
- Works for people who'd rather ring someone than read a help page, as phone support is included
Look elsewhere if
- Skip it if you want a free plan, as there's only the 30-day trial
- Not for you if you want a phone app, since it runs in the browser only
- Too light for big databases, with the vendor suggesting about 50,000 contacts and companies at most
- Too light for teams that want automation, email campaigns or quotes, which it leaves out
- Watch out: paying yearly brings no discount, and tax is added on top of the $15
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
| 2.4GPALess Annoying CRMFair | 1.8GPAWealthboxWeak | |
|---|---|---|
| Value for money | C$15 a user a month sits in the ordinary middle of this category, below the $24 average start but above the cheapest quarter. The shape of it: one plan, every feature, unlimited contacts and pipelines, 25 GB each. No discount for paying yearly, and the vendor says it gives none. | D$65 a user on Basic and $85 on Pro, where workflows live, against a category middle of $25. |
| Free plan and trial | CNo free plan. The trial is 30 days with no feature limits and no credit card, but it's still a trial. After that it's $15 a user, month to month. | DA 14-day trial, but the page doesn't say whether a card is needed. No free plan. |
| Features | CContact pages with notes, files and logged emails, unlimited pipelines, follow-up tasks, a morning agenda email, forms and reports. It does that smaller job on purpose: no automation, no campaigns, no quoting, and the vendor suggests staying under about 50,000 contacts and companies. | CHouseholds, pipelines, calendar and reporting. Workflows and email sync need Pro, and dashboards need Premier. |
| Ease of use | BNo rating on record. It's a browser app with nothing to install and one plan, so there are no features to compare, and phone and email support come with it if you get stuck. | CNo store rating on record. Workflows and integrations to set up. |
| Platforms and integrations | BIt runs in a browser on any device and no native apps are listed, so there's nothing on your phone's home screen. It syncs Google and Outlook calendars, logs email from Google, Microsoft or IMAP, connects to Mailchimp and Zapier, and has an API. | BWeb plus iOS and Android apps, with Schwab, eMoney, Addepar, DocuSign, Calendly and Zapier. No desktop app. |
| Best for | small businesses moving off spreadsheets | 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: Less Annoying CRM and Wealthbox. How we grade
Price against what you get
Less Annoying CRM starts at $15 a month for each person and scores 2.7 out of 4 on features, ease of use and platforms. Wealthbox starts at $65 a month for each person and scores 2.3.
Less Annoying CRM scores higher and starts $50 a month lower. Of the other CRM tools on the chart, 3 score higher than Less Annoying 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
- Less Annoying CRM also covers calendar and forms.
- Wealthbox also covers meeting notes, workflow automation and dashboards.
At a glance
| Less Annoying CRM | Wealthbox | |
|---|---|---|
| Pricing | Free trial | Free trial |
| Starts at | $15 per user / month, plus applicable tax | $65 per user / month (billing basis not stated) |
| Free plan | None | None |
| Free trial | 30-day free trial with no feature limits, no credit card required | 14-day free trial |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Less Annoying CRM | Wealthbox, LLC |
| Price read from | lessannoyingcrm.com | wealthbox.com |
| Checked | Oct 5, 2026 | Nov 12, 2026 |
Worth knowing
Less Annoying CRM
- There is no free plan; after the 30-day trial it costs $15 per user a month.
- The pricing page describes access through a browser on any device, with no downloads or installs; no native apps are listed.
- The vendor suggests staying below about 50,000 contacts and companies in total.
- Paying annually is possible but brings no discount, and the vendor states it offers no discounts of any kind.
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
Less Annoying CRM
- Contact profiles and history
- Each contact has one page with notes, files, tasks, events and logged emails, all date-stamped, plus unlimited custom fields and groups.
- Pipelines and lead tracking
- Unlimited pipelines with customizable stages and stage-specific fields show what is open, stalled or closing, with follow-up tasks on each lead.
- Tasks and daily agenda email
- Follow-up tasks are linked to contacts and leads, and a morning email lists the events, tasks and follow-ups due that day.
- Calendar and email sync
- Calendars sync two ways with Google and Outlook, and email is logged automatically from Google, Microsoft or IMAP accounts.
- Form builder
- Intake forms create CRM records automatically, and workflows organize the submissions and trigger follow-up tasks.
- Reports and exports
- Activity, task and pipeline reports can be filtered by custom field, pipeline stage or group, and all data can be exported to a spreadsheet at any time.
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
Less Annoying CRM
Less Annoying CRM$15
per user / month, billed month to month, plus applicable tax
The only plan: unlimited contacts, companies, pipelines and custom fields, 25 GB of file storage per user, and free phone and email 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.
Common questions
Which is cheaper, Less Annoying CRM or Wealthbox?
As of Nov 12, 2026, Less Annoying CRM is cheaper to start with: $15 a month for each person, against $65 a month for each person for Wealthbox. Less Annoying CRM starts at $15 per user / month, plus applicable tax, and Wealthbox starts at $65 per user / month (billing basis not stated).
Which has a free plan, Less Annoying CRM or Wealthbox?
As of Nov 12, 2026, neither Less Annoying CRM nor Wealthbox has a free plan. Both have a free trial.
Which platforms do Less Annoying CRM and Wealthbox run on?
As of Nov 12, 2026, only Wealthbox lists iOS and Android apps. Both list a web app. A platform missing from a listing is one its maker's pages did not mention.
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.