Gold Vision CRM
Gold Vision CRM ships monthly releases on a consistent cadence — changelog details aren't surfaced in the feed.
Comparison · CRM
Wealthbox vs Phorest
A side-by-side editorial comparison of Wealthbox and Phorest — release velocity, themes, recent moves, and the top alternatives to consider.
Wealthbox vs Phorest: at a glance
What is 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.
What is Phorest?
Phorest keeps handing salon owners the settings they used to phone support about
Phorest is salon and clinic management software shipping small, well-scoped changes every week or two, written in the voice of the front desk. The recent run is dominated by giving owners control they previously had to request: adding product brands without contacting Phorest, per-staff-per-service pricing, per-staff online booking visibility, and finer permissions on who may edit service versus retail prices. Around that sit operational tools like geofenced clock-in on the mobile app.
Wealthbox vs Phorest: editorial side-by-side
Wealthbox
0.0CRM
Wealthbox is reframing the advisor CRM around agents, with AI Notetaker as the beachhead.
◆ Current state
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.
◆ Where it's heading
The record-to-action framing is doing real work here: three consecutive quarters of Notetaker investment establish that Wealthbox owns the meeting, and the agent announcement is the claim on what happens between meetings. The single workflow release matters more than its size suggests, because contact actions are the kind of primitive an agent needs to act on rather than just summarise.
◆ Prediction
Expect the agent layer to be wired into the workflow engine that just gained contact actions, so agents change records rather than only producing meeting notes.
Phorest
5.0CRM
Phorest keeps handing salon owners the settings they used to phone support about
◆ Current state
Phorest is salon and clinic management software shipping small, well-scoped changes every week or two, written in the voice of the front desk. The recent run is dominated by giving owners control they previously had to request: adding product brands without contacting Phorest, per-staff-per-service pricing, per-staff online booking visibility, and finer permissions on who may edit service versus retail prices. Around that sit operational tools like geofenced clock-in on the mobile app.
◆ Where it's heading
The through-line is decentralising configuration to the salon and making the booking model match how these businesses actually run. Nearly every recent release either removes a support ticket or lets one staff member be treated differently from another — different price, different online availability, different qualifications. The multi-service booking flow extends the same thinking to the client-facing side, where a visit involving two practitioners was previously modelled as an edge case.
◆ Prediction
Per-staff settings have now landed for price, online visibility and qualifications separately; the obvious next step is a single staff-level view that shows all three together, since the release notes already admit owners are hopping between screens to check them.
Alternatives to Wealthbox and Phorest
Other CRM products tracked by Sparkpulse, ranked by recent ship velocity. Each card links to a full editorial trajectory and lets you pivot into a head-to-head comparison with either Wealthbox or Phorest.
Twenty
Twenty's sprint through v2.39-v2.40 stabilizes yarn pull and relicenses UI components as MIT.
Close CRM
Close is systematically expanding Chloe from Q&A into an operational CRM layer
Lime Connect
Lime Connect adds time-based workflow triggers and interactive UI elements for its AI Agent, deepening its bet on AI-augmented customer communication.
Easy!Appointments
Easy!Appointments 1.6 lands video conferencing, GDPR tools, and a serious security overhaul across its CalDAV and booking stack.
Streak
Streak wires automations to email and call activity, turning Gmail CRM into an event-driven workflow engine.
See all Wealthbox alternatives → · See all Phorest alternatives →
Recent activity from Wealthbox and Phorest
Latest ship moves from both products, interleaved chronologically. ⚡ = editorial spark.
- 14d agoPhorestBooking multiple services with multiple staff? Now way easier to mix up who's doing what 💇
- 20d agoPhorestChoose which team members show up for online bookings — service by service
- 26d agoPhorestPermissions to change service / retail prices
- 29d agoPhorestAdd New Brands
- 29d agoPhorestPricing just got personal
- 1mo agoPhorestGeofencing Clock In/Out on Phorest Go
- 4mo agoWealthboxFive AI Notetaker updates for collaboration and reliability
- 4mo agoWealthboxNew in Wealthbox: Contact Actions in Opportunity Workflows
- 5mo agoWealthboxAI Notetaker: three updates for capture and post-meeting work
- 6mo agoWealthboxWealthbox AI: From System of Record to System of Action ⚡
- 7mo agoWealthboxAI Notetaker: broader capture and meeting-activity visibility
Frequently asked questions
What is the difference between Wealthbox and Phorest?
They serve adjacent needs but don't currently overlap on shipped themes. Phorest is currently shipping more aggressively (velocity 5.0 vs 0.0), with 0 editorial sparks in the last 30 days against 0. See the at-a-glance table above for a side-by-side breakdown of velocity, recent sparks, and editorial themes.
Is Wealthbox better than Phorest?
Sparkpulse doesn't pick a winner — we score release velocity, not feature parity. Phorest is currently shipping more aggressively (velocity 5.0 vs 0.0), with 0 editorial sparks in the last 30 days against 0. For your specific use case, the alternatives sections above list other CRM products to evaluate alongside.
What are the best alternatives to Wealthbox?
Top Wealthbox alternatives in CRM are ranked by recent ship velocity. Browse the "Wealthbox alternatives" section above for the current picks, or visit /alternatives/wealthbox for the full list with editorial commentary on each.
What are the best alternatives to Phorest?
Top Phorest alternatives in CRM are ranked by recent ship velocity. Browse the "Phorest alternatives" section above for the current picks, or visit /alternatives/phorest for the full list with editorial commentary on each.