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IQProspects™ vs. Wealthbox CRM

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    IQProspects™

    N/AN/AIQProspects is a complete CRM solution for community banks and credit unions. The module is used by commercial bankers, mortgage bankers, cash management, branch managers and others within the bank to keep track of customer appointments, meetings, notes, and products. The module includes sales pipeline management and workflow so that every deal can be processed quickly. A mobile app for Apple iPhone, Apple iPad, and Android phone is available to mobilize your salesforce.N/A

    Wealthbox CRM

    Score8.9 out of 10
    N/AWealthbox 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
    Pricing
    IQProspects™Wealthbox CRM
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    IQProspects™Wealthbox CRM
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    User Ratings
    IQProspects™Wealthbox CRM
    Likelihood to Recommend
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    IQProspects™Wealthbox CRM
    Likelihood to Recommend
    Quest Analytics
    No answers on this topic
    Wealthbox (Starburst Labs, Inc)
    Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.
    Incentivized
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    Pros
    Quest Analytics
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    Wealthbox (Starburst Labs, Inc)
    • Workflow Customization
    • Ease of Use with setting up Advisor and Contact Info
    Incentivized
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    Cons
    Quest Analytics
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    Wealthbox (Starburst Labs, Inc)
    • Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
    • Issues do not get resolved timely.
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    Alternatives Considered
    Quest Analytics
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    Wealthbox (Starburst Labs, Inc)
    Wealthbox is more user friendly and has a better view
    Incentivized
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    Return on Investment
    Quest Analytics
    No answers on this topic
    Wealthbox (Starburst Labs, Inc)
    • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
    Incentivized
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