CRM
Twenty's sprint through v2.39-v2.40 stabilizes yarn pull and relicenses UI components as MIT.
Alternatives · CRM software
Wealthbox alternatives
The best Wealthbox alternatives in CRM software, ranked by Sparkpulse's velocity_score.
Updated Sep 12, 2026
Looking for the best alternatives to Wealthbox? Sparkpulse tracks and ranks 12 alternatives in CRM software by shipping velocity — how frequently each ships meaningful updates, verified from official changelogs. For reference, Wealthbox shipped 0 meaningful updates in the last 30 days and carries a velocity score of 0.0 out of 10 in 2026. The alternatives below are ranked the same way, so you're comparing real release momentum, not marketing claims.
About Wealthbox
Wealthbox is reframing the advisor CRM around agents, with AI Notetaker as the beachhead.
Four of five entries are AI Notetaker releases — three separate enhancement batches across February, April and May, aimed at capturing more conversations, sharing notes across a team, improving reliability, and cutting the admin that follows a client meeting. The outlier is a March announcement of an agent layer that Wealthbox positions as helping run a practice rather than analysing it. Only one non-AI release appears: contact actions inside opportunity workflows.
Velocity 0.0 · Last update 1mo ago
Top 12 alternatives to Wealthbox
Ranked by recent ship velocity. Tap any card for the full editorial breakdown, or pivot to a head-to-head.
CRM
Lime Connect adds time-based workflow triggers and interactive UI elements for its AI Agent, deepening its bet on AI-augmented customer communication.
CRM
Easy!Appointments 1.6 lands video conferencing, GDPR tools, and a serious security overhaul across its CalDAV and booking stack.
CRM
Streak wires automations to email and call activity, turning Gmail CRM into an event-driven workflow engine.
CRM
Folk launched an MCP server and a mobile app in the same summer — two distinct distribution bets at once.
CRM
Thryv's feed is a marketing blog; the product news hides between the SEO posts.
CRM
Weflow is moving its reporting inside Salesforce rather than asking reps to leave it.
CRM
Close is systematically expanding Chloe from Q&A into an operational CRM layer
CRM
Membrain's recent changelog is editorial content only — no product releases visible
CRM
Vendasta's recent changelog entries are blog content — no product release data is visible
CRM
Woodpecker's changelog is sales and marketing blog posts — no product releases in this window.
CRM
Phorest keeps handing salon owners the settings they used to phone support about
Wealthbox vs alternatives — shipping velocity at a glance
Velocity score (0–10) and meaningful releases shipped in the last 30 days, from official changelogs. Higher = shipping faster.
| Product | Velocity | Sparks · 30d | Focus areas | Latest release |
|---|---|---|---|---|
| Wealthbox (baseline) | 0.0 | 0 | advisor crmai notetakeragents | Wealthbox AI: From System of Record to System of Action |
| Twenty | 10.0 | 0 | developer-toolingopen-sourceworkflow-automation | — |
| Lime Connect | 6.3 | 1 | customer-messagingai-agentsworkflow-automation | Lime Connect adds time-based workflow triggers and interactive AI Agent UI elements |
| Easy!Appointments | 6.3 | 1 | open-sourceschedulingcaldav | Easy!Appointments 1.6.1-beta.1: Security hardening and CalDAV polish |
| Streak | 6.3 | 1 | crmgmailautomation | ⚡️ Automations can now trigger on new emails, calls, and meeting notes |
| Folk | 6.3 | 1 | crmmcpmobile | folk MCP turns interactions into insight |
| Thryv | 6.3 | 0 | local-seoai-searchlead-scoring | — |
| Weflow | 6.3 | 0 | revenue-operationssalesforceactivity-capture | The Weflow Analytics Suite directly in Salesforce |
| Close CRM | 5.0 | 0 | ai-assistantvoice-agentscrm | — |
| Membrain | 5.0 | 0 | sales-crmb2b-salessales-management | — |
| Vendasta | 5.0 | 0 | digital-marketinglocal-seowhite-label-tools | — |
| Woodpecker | 5.0 | 0 | cold-emailsales-outreachgdpr-compliance | — |
| Phorest | 5.0 | 0 | salon-softwarebookingstaff-management | — |
The 12 best Wealthbox alternatives, in depth
1. Twenty · velocity 10.0
Twenty's sprint through v2.39-v2.40 stabilizes yarn pull and relicenses UI components as MIT.
Its velocity score of 10.0/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Twenty focuses on developer tooling, open source and workflow automation.
Twenty and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
2. Lime Connect · velocity 6.3
Lime Connect adds time-based workflow triggers and interactive UI elements for its AI Agent, deepening its bet on AI-augmented customer communication.
Over the last 30 days Lime Connect shipped 1 meaningful update vs Wealthbox's 0, most recently “Lime Connect adds time-based workflow triggers and interactive AI Agent UI elements”. Its velocity score of 6.3/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Lime Connect focuses on customer messaging, ai agents and workflow automation.
Over the last 30 days Lime Connect has been shipping faster than Wealthbox — a point in its favour if release momentum matters to you.
Full Lime Connect trajectory → · Compare Wealthbox vs Lime Connect →
3. Easy!Appointments · velocity 6.3
Easy!Appointments 1.6 lands video conferencing, GDPR tools, and a serious security overhaul across its CalDAV and booking stack.
Over the last 30 days Easy!Appointments shipped 1 meaningful update vs Wealthbox's 0, most recently “Easy!Appointments 1.6.1-beta.1: Security hardening and CalDAV polish”. Its velocity score of 6.3/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Easy!Appointments focuses on open source, scheduling and caldav.
Over the last 30 days Easy!Appointments has been shipping faster than Wealthbox — a point in its favour if release momentum matters to you.
Full Easy!Appointments trajectory → · Compare Wealthbox vs Easy!Appointments →
4. Streak · velocity 6.3
Streak wires automations to email and call activity, turning Gmail CRM into an event-driven workflow engine.
Over the last 30 days Streak shipped 1 meaningful update vs Wealthbox's 0, most recently “⚡️ Automations can now trigger on new emails, calls, and meeting notes”. Its velocity score of 6.3/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Streak focuses on crm, gmail and automation.
Over the last 30 days Streak has been shipping faster than Wealthbox — a point in its favour if release momentum matters to you.
5. Folk · velocity 6.3
Folk launched an MCP server and a mobile app in the same summer — two distinct distribution bets at once.
Over the last 30 days Folk shipped 1 meaningful update vs Wealthbox's 0, most recently “folk MCP turns interactions into insight”. Its velocity score of 6.3/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Folk focuses on crm, mcp and mobile.
Over the last 30 days Folk has been shipping faster than Wealthbox — a point in its favour if release momentum matters to you.
6. Thryv · velocity 6.3
Thryv's feed is a marketing blog; the product news hides between the SEO posts.
Its velocity score of 6.3/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Thryv focuses on local seo, ai search and lead scoring.
Thryv and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
7. Weflow · velocity 6.3
Weflow is moving its reporting inside Salesforce rather than asking reps to leave it.
Its velocity score of 6.3/10 reflects longer-term release cadence; its most recent meaningful update was “The Weflow Analytics Suite directly in Salesforce”.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Weflow focuses on revenue operations, salesforce and activity capture.
Weflow and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
8. Close CRM · velocity 5.0
Close is systematically expanding Chloe from Q&A into an operational CRM layer.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Close CRM focuses on ai assistant, voice agents and crm.
Close CRM and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Close CRM trajectory → · Compare Wealthbox vs Close CRM →
9. Membrain · velocity 5.0
Membrain's recent changelog is editorial content only — no product releases visible.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Membrain focuses on sales crm, b2b sales and sales management.
Membrain and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Membrain trajectory → · Compare Wealthbox vs Membrain →
10. Vendasta · velocity 5.0
Vendasta's recent changelog entries are blog content — no product release data is visible.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Vendasta focuses on digital marketing, local seo and white label tools.
Vendasta and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Vendasta trajectory → · Compare Wealthbox vs Vendasta →
11. Woodpecker · velocity 5.0
Woodpecker's changelog is sales and marketing blog posts — no product releases in this window.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Woodpecker focuses on cold email, sales outreach and gdpr compliance.
Woodpecker and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Woodpecker trajectory → · Compare Wealthbox vs Woodpecker →
12. Phorest · velocity 5.0
Phorest keeps handing salon owners the settings they used to phone support about.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Phorest focuses on salon software, booking and staff management.
Phorest and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Frequently asked questions
What are the best alternatives to Wealthbox?
The top Wealthbox alternatives we currently track in CRM software are Twenty, Lime Connect, Easy!Appointments, Streak, Folk, ranked by recent ship velocity.
How is this list of Wealthbox alternatives ranked?
Alternatives are ranked by Sparkpulse's velocity_score — release cadence + 30-day spark count + sector-relative ship rate.
Can I compare Wealthbox directly with one of these alternatives?
Yes — every card has a "Compare with Wealthbox" link to a side-by-side /compare page.