Nutshell vs Wealthbox (2026): which should you pick?
As of Nov 12, 2026, Nutshell 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
Nutshell grades higher on value for money, the free plan and features. They get the same grade on ease of use and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Nutshell
Sales CRM with email marketing, forms and AI built into every plan
Wealthbox
CRM built for financial advisors and wealth management firms
Which one is for you
Pick Nutshell if
- Fits if you're a small sales team and want lead forms, landing pages and web chat inside the CRM
- Works for teams that want live support and onboarding help, which come on every plan
Look elsewhere if
- Tight if you're on Foundation, with 100 active leads, 1 pipeline and 10 custom fields
- Pricey if you need sales automation or more than one pipeline, which start on Pro at $42 a user
- Skip it if you want a free plan, as there's only the 14-day trial
- Watch out: two-way SMS and social inboxes are $16 a user, and proposals and invoices $79 a month, on top
- Pricey if you pay monthly, at $19 a user for Foundation against $13 yearly, and $49 for Pro against $42
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
| 2.4GPANutshellFair | 1.8GPAWealthboxWeak | |
|---|---|---|
| Value for money | CFoundation is $13 a user a month on yearly billing, well below the middle of this category, but 100 active leads and one pipeline is not a sales team's plan. Growth lifts the cap at $25, about the middle, and sales automation and extra pipelines need Pro at $42. | 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 14 days and asks for no credit card. Every plan does come with 150 free marketing emails a month, but you're paying for the CRM underneath them. | DA 14-day trial, but the page doesn't say whether a card is needed. No free plan. |
| Features | BA drag-and-drop pipeline, two-way Gmail and Outlook sync, bulk email, reports and quotas, sales automation, AI call and meeting summaries, plus forms, landing pages and web chat on every plan. The sales job covered, with a slice of marketing. SMS and proposals are paid add-ons. | CHouseholds, pipelines, calendar and reporting. Workflows and email sync need Pro, and dashboards need Premier. |
| Ease of use | CNo rating on record, and it's a CRM to set up: pipelines, stages, email and calendar sync, forms. What helps is that live support and onboarding help come with every plan, even the $13 one. | 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, Google Calendar, Outlook, Calendly, Aircall, DocuSign, Google Meet and Facebook Messenger, 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 sales teams that want marketing built in | 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: Nutshell and Wealthbox. How we grade
Price against what you get
Nutshell starts at $13 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.
Nutshell scores higher and starts $52 a month lower. Of the other CRM tools on the chart, 3 score higher than Nutshell 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
- Nutshell also covers booking links and forms.
- Wealthbox also covers meeting notes, tasks and dashboards.
At a glance
| Nutshell | Wealthbox | |
|---|---|---|
| Pricing | Free trial | Free trial |
| Starts at | $13 per user / month, billed annually ($19 billed monthly) | $65 per user / month (billing basis not stated) |
| Free plan | None | None |
| Free trial | 14-day free trial, no credit card required | 14-day free trial |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Nutshell (part of WebFX) | Wealthbox, LLC |
| Price read from | nutshell.com | wealthbox.com |
| Checked | Oct 5, 2026 | Nov 12, 2026 |
Worth knowing
Nutshell
- There is no free plan; the free trial lasts 14 days.
- Foundation is limited to 100 active leads, 1 pipeline and 10 custom fields.
- Sales automation, multiple pipelines and the meeting scheduler start at Pro, $42 per user / month billed annually.
- Two-way SMS and social inboxes ($16 per user / month) and proposals and invoices ($79 a month) are paid add-ons.
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
Nutshell
- Leads and pipelines
- A drag-and-drop board shows where each lead stands. Foundation and Growth have one pipeline, Pro has 5, Business 10 and Enterprise unlimited.
- Email and calendar sync
- Two-way sync with Gmail and Outlook keeps emails and calendar events attached to contacts, with email templates and one-click bulk emailing.
- Sales automation
- Growth adds lead assignment rules and custom stage goals, and Pro adds sales automation for routine pipeline tasks.
- Reporting and quotas
- Growth adds activity reports and sales quotas, and Pro unlocks advanced reporting. Enterprise includes read-only SQL access to the data.
- AI outcomes and assists
- AI outcomes cover call and meeting summaries, lead research and email campaign drafts, metered at 10 to 150 per user a month by plan. Lighter AI assists are unlimited.
- Forms, chat and email marketing
- Every plan includes a form builder, landing pages, web chat with an AI chatbot and 150 free marketing emails a month. Larger email volumes and SMS are paid add-ons.
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
Nutshell
Foundation$13
per user / month, billed annually ($19 billed monthly)
Unlimited contacts and storage, email and calendar sync, AI chatbot, form builder and landing pages. 1 pipeline and 100 active leads.
Growth$25
per user / month, billed annually ($32 billed monthly)
Adds activity reports, sales quotas, lead assignment rules, custom stage goals and hot leads, with unlimited active leads.
Pro$42
per user / month, billed annually ($49 billed monthly)
Adds 5 custom pipelines, advanced reporting, sales automation, AI lead recaps and next steps, and a meeting scheduler.
Business$59
per user / month, billed annually ($67 billed monthly)
Adds 10 custom pipelines, the advanced meeting scheduler, audit log and changelog, and additional teams and territories.
Enterprise$79
per user / month, billed annually ($89 billed monthly)
Adds unlimited pipelines and custom fields, enterprise SSO, read-only SQL data access and phone 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
Nutshell
- Annual discount
Lower per-user price with annual billing
The pricing toggle advertises 15% off for annual billing. Listed savings run from $6 to $10 per user a month: Foundation is $13 instead of $19, Enterprise $79 instead of $89.
Wealthbox
No public discounts listed.
Common questions
Which is cheaper, Nutshell or Wealthbox?
As of Nov 12, 2026, Nutshell is cheaper to start with: $13 a month for each person, against $65 a month for each person for Wealthbox. Nutshell starts at $13 per user / month, billed annually ($19 billed monthly), and Wealthbox starts at $65 per user / month (billing basis not stated).
Which has a free plan, Nutshell or Wealthbox?
As of Nov 12, 2026, neither Nutshell nor Wealthbox has a free plan. Both have 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.