Compare Goals.com vs Wealthbox
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Why we like it
Goals.com is online software designed to drive and enhance your sales efforts. With plans starting at just $39 per month, it’s seamlessly integrated into your existing business. For this affordable price, you gain access to a comprehensive suite of features including sales goals, performance dashboard, and pipeline management. However, what truly stands out for us is the sales contest feature. This innovative functionality allows your sales team to engage in friendly competition, ultimately boosting sales activity and driving performance to new heights.
Goals.com is online software designed to drive and enhance your sales efforts. With plans starting at just $39 per month, it’s seamlessly integrated into your existing business. For this affordable price, you gain access to a comprehensive suite of features including sales goals, performance dashboard, and pipeline management. However, what truly stands out for us is the sales contest feature. This innovative functionality allows your sales team to engage in friendly competition, ultimately boosting sales activity and driving performance to new heights.
Goals.com is online software designed to drive and enhance your sales efforts. With plans starting at just $39 per month, it’s seamlessly integrated into your existing business. For this affordable price, you gain access to a comprehensive suite of features including sales goals, performance dashboard, and pipeline management. However, what truly stands out for us is the sales contest feature. This innovative functionality allows your sales team to engage in friendly competition, ultimately boosting sales activity and driving performance to new heights.
Goals.com is online software designed to drive and enhance your sales efforts. With plans starting at just $39 per month, it’s seamlessly integrated into your existing business. For this affordable price, you gain access to a comprehensive suite of features including sales goals, performance dashboard, and pipeline management. However, what truly stands out for us is the sales contest feature. This innovative functionality allows your sales team to engage in friendly competition, ultimately boosting sales activity and driving performance to new heights.
Free trial
Free Trial
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General Features
Suited for Industry
Small Business
SMB
Enterprise
Freelancer
Integrations
Overview
Why we like it
Goals.com is online software designed to drive and enhance your sales efforts. With plans starting at just $39 per month, it’s seamlessly integrated into your existing business. For this affordable price, you gain access to a comprehensive suite of features including sales goals, performance dashboard, and pipeline management. However, what truly stands out for us is the sales contest feature. This innovative functionality allows your sales team to engage in friendly competition, ultimately boosting sales activity and driving performance to new heights.
Goals.com is online software designed to drive and enhance your sales efforts. With plans starting at just $39 per month, it’s seamlessly integrated into your existing business. For this affordable price, you gain access to a comprehensive suite of features including sales goals, performance dashboard, and pipeline management. However, what truly stands out for us is the sales contest feature. This innovative functionality allows your sales team to engage in friendly competition, ultimately boosting sales activity and driving performance to new heights.
Top 5 Features
Free Trial
Deployment
Video & Screenshots
Alternatives
General Features
Suited for Industry
Why we like it
Wealthbox stands out as a bespoke CRM solution crafted specifically for financial advisors and wealth managers. With a selection of four distinct plans starting from $49 per user, it caters to various business needs and budgets. One aspect we particularly value about Wealthbox is its extensive array of features, covering essential functionalities such as contact management, client segmentation, email marketing, and task management.
However, what truly impresses us about Wealthbox CRM is its dedicated Opportunity Management tool tailored specifically for financial services and investment opportunities. This feature, boasting a user-friendly Kanban board interface, offers a seamless and orderly approach to managing opportunities. In our opinion, this tool significantly enhances workflow efficiency and provides invaluable support for advisors and managers in maximizing investment potentials.
Wealthbox stands out as a bespoke CRM solution crafted specifically for financial advisors and wealth managers. With a selection of four distinct plans starting from $49 per user, it caters to various business needs and budgets. One aspect we particularly value about Wealthbox is its extensive array of features, covering essential functionalities such as contact management, client segmentation, email marketing, and task management.
However, what truly impresses us about Wealthbox CRM is its dedicated Opportunity Management tool tailored specifically for financial services and investment opportunities. This feature, boasting a user-friendly Kanban board interface, offers a seamless and orderly approach to managing opportunities. In our opinion, this tool significantly enhances workflow efficiency and provides invaluable support for advisors and managers in maximizing investment potentials.
Top 5 Features
Free Trial
Deployment
Video & Screenshots
Alternatives
General Features
Suited for Industry