CRM
Bitrix24's blog explains MCP for small teams; still no product releases.
Alternatives · CRM software
Wealthbox alternatives
The best Wealthbox alternatives in CRM software, ranked by Sparkpulse's velocity_score.
Updated Nov 14, 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 2 meaningful updates in the last 30 days and carries a velocity score of 7.5 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 puts 24 prebuilt AI agents on every plan, at no extra charge.
Wealthbox launched AI Agents on November 4 on all plans: 24 prebuilt agents or ones firms build themselves. It caps a busy stretch: a Developer Portal for AI Assistant integrations with Holistiplan and Nitrogen, the $29 Vault add-on for compliant file storage, CarPlay access to the assistant and Formula Fields in the core CRM.
Velocity 7.5 · Last update 8d 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
Twenty 2.58.1 stops existing accounts from joining a workspace through SSO alone.
CRM
Twenty 2.58 rebuilds CRM permissions down to the row and adds MCP workflow steps.
CRM
GroupOffice patches its 25.0 and 6.8 lines again, still with no notes.
CRM
folk adds a command panel and quick-add tasks after its agent-era repositioning.
CRM
folk now pitches itself as the CRM for the agent era.
CRM
IntegCRM adds document folders, turning back to client records after two email releases.
CRM
Lime Connect transcribes voice messages and lets workflow inputs be skipped.
CRM
Snov.io's October update brings LinkedIn Prospect Finder 4.0 and an AI Assistant.
CRM
Close turns caller ID into an automatic choice with Local Presence.
CRM
Less Annoying CRM lets users pin notes to the top of a contact
CRM
Landbase pivots its content mill to Claude Code how-to guides.
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) | 7.5 | 2 | advisor crmai agentsmcp | Introducing Wealthbox AI Agents, Included on Every Plan |
| Bitrix24 | 5.0 | 0 | content-marketingai-agentscrm | — |
| Twenty | 5.0 | 0 | crmopen sourcesso | — |
| Twenty | 5.0 | 0 | open-source-crmpermissionsworkflows | — |
| GroupOffice | 5.0 | 0 | groupwareself-hostedcrm | — |
| Folk | 5.0 | 0 | crmmcpai-agents | — |
| Folk | 5.0 | 0 | crmmcpai-agents | — |
| IntegCRM | 5.0 | 0 | crmemail-marketingdeliverability | — |
| Lime Connect | 5.0 | 0 | customer serviceai agentsworkflows | — |
| Snov.io | 5.0 | 0 | ai-integrationdata-enrichmentai-writer | Snov.io August: AI-powered web enrichment and bulk email search |
| Close CRM | 5.0 | 0 | sales crmcallingai assistant | — |
| Less Annoying CRM | 5.0 | 0 | small-business-crmcustomer-requestscontact-records | — |
| Landbase | 5.0 | 0 | gtmprogrammatic-seoclaude-code | — |
The 12 best Wealthbox alternatives, in depth
1. Bitrix24 · velocity 5.0
Bitrix24's blog explains MCP for small teams; still no product releases.
Over the last 30 days Bitrix24 shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, Bitrix24 focuses on content marketing, ai agents and crm.
Bitrix24 has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
Full Bitrix24 trajectory → · Compare Wealthbox vs Bitrix24 →
2. Twenty · velocity 5.0
Twenty 2.58.1 stops existing accounts from joining a workspace through SSO alone.
Over the last 30 days Twenty shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, Twenty focuses on crm, open source and sso.
Twenty has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
3. Twenty · velocity 5.0
Twenty 2.58 rebuilds CRM permissions down to the row and adds MCP workflow steps.
Over the last 30 days Twenty shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, Twenty focuses on open source crm, permissions and workflows.
Twenty has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
4. GroupOffice · velocity 5.0
GroupOffice patches its 25.0 and 6.8 lines again, still with no notes.
Over the last 30 days GroupOffice shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, GroupOffice focuses on groupware, self hosted and crm.
GroupOffice has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
Full GroupOffice trajectory → · Compare Wealthbox vs GroupOffice →
5. Folk · velocity 5.0
Folk adds a command panel and quick-add tasks after its agent-era repositioning.
Over the last 30 days Folk shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, Folk focuses on crm, mcp and ai agents.
Folk has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
6. Folk · velocity 5.0
Folk now pitches itself as the CRM for the agent era.
Over the last 30 days Folk shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, Folk focuses on crm, mcp and ai agents.
Folk has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
7. IntegCRM · velocity 5.0
IntegCRM adds document folders, turning back to client records after two email releases.
Over the last 30 days IntegCRM shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, IntegCRM focuses on crm, email marketing and deliverability.
IntegCRM has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
Full IntegCRM trajectory → · Compare Wealthbox vs IntegCRM →
8. Lime Connect · velocity 5.0
Lime Connect transcribes voice messages and lets workflow inputs be skipped.
Over the last 30 days Lime Connect shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, Lime Connect focuses on customer service, ai agents and workflows.
Lime Connect has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
Full Lime Connect trajectory → · Compare Wealthbox vs Lime Connect →
9. Snov.io · velocity 5.0
Snov.io's October update brings LinkedIn Prospect Finder 4.0 and an AI Assistant.
Over the last 30 days Snov.io shipped 0 meaningful updates vs Wealthbox's 2, most recently “Snov.io August: AI-powered web enrichment and bulk email search”. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, Snov.io focuses on ai integration, data enrichment and ai writer.
Snov.io has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
10. Close CRM · velocity 5.0
Close turns caller ID into an automatic choice with Local Presence.
Over the last 30 days Close CRM shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, Close CRM focuses on sales crm, calling and ai assistant.
Close CRM has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
Full Close CRM trajectory → · Compare Wealthbox vs Close CRM →
11. Less Annoying CRM · velocity 5.0
Less Annoying CRM lets users pin notes to the top of a contact.
Over the last 30 days Less Annoying CRM shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, Less Annoying CRM focuses on small business crm, customer requests and contact records.
Less Annoying CRM has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
Full Less Annoying CRM trajectory → · Compare Wealthbox vs Less Annoying CRM →
12. Landbase · velocity 5.0
Landbase pivots its content mill to Claude Code how-to guides.
Over the last 30 days Landbase shipped 0 meaningful updates vs Wealthbox's 2. Its velocity score of 5.0/10 blends that with longer-term release cadence.
Where Wealthbox leans on advisor crm, ai agents and mcp, Landbase focuses on gtm, programmatic seo and claude code.
Landbase has shipped fewer meaningful updates than Wealthbox in the last 30 days, so weigh it on fit and feature depth rather than recent pace.
Full Landbase trajectory → · Compare Wealthbox vs Landbase →
Frequently asked questions
What are the best alternatives to Wealthbox?
The top Wealthbox alternatives we currently track in CRM software are Bitrix24, Twenty, Twenty, GroupOffice, 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.