CRM
Twenty 2.48 runs agent conversations inside Slack threads and lets API keys export records.
Alternatives · CRM software
Wealthbox alternatives
The best Wealthbox alternatives in CRM software, ranked by Sparkpulse's velocity_score.
Updated Oct 16, 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 2mo 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
folk packages its recent releases as a field-sales toolkit.
CRM
Close adds OIDC single sign-on as voice agents and Chloe take on more of the CRM.
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
Corteza's 2026.9 release candidates keep landing daily, each fixing one MySQL or RBAC edge.
CRM
Twenty 2.48 puts its CRM agent into Slack threads and lets AI chat manage agents.
CRM
GroupOffice ships three 26.0 builds in four days, all with install-only notes.
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 | 6.3 | 0 | open-source-crmai-agentsslack | — |
| Folk | 6.3 | 1 | crmsales-workflowcalling | Your data, closer to home 🇪🇺 |
| Close CRM | 6.3 | 0 | voice agentsai assistantworkflow automation | — |
| Lime Connect | 6.3 | 0 | customer-messagingai-agentsworkflow-automation | Lime Connect adds time-based workflow triggers and interactive AI Agent UI elements |
| Easy!Appointments | 6.3 | 0 | open-sourceschedulingcaldav | Easy!Appointments 1.6.1-beta.1: Security hardening and CalDAV polish |
| Streak | 6.3 | 0 | crmgmailautomation | ⚡️ Automations can now trigger on new emails, calls, and meeting notes |
| Folk | 6.3 | 0 | 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 |
| Corteza | 5.0 | 0 | low-code crmworkflow enginerelease line | — |
| Twenty | 5.0 | 0 | open-source crmai agentsmcp | — |
| GroupOffice | 5.0 | 0 | groupwareself-hostedcrm | — |
The 12 best Wealthbox alternatives, in depth
1. Twenty · velocity 6.3
Twenty 2.48 runs agent conversations inside Slack threads and lets API keys export records.
Its velocity score of 6.3/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Twenty focuses on open source crm, ai agents and slack.
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. Folk · velocity 6.3
Folk packages its recent releases as a field-sales toolkit.
Over the last 30 days Folk shipped 1 meaningful update vs Wealthbox's 0, most recently “Your data, closer to home 🇪🇺”. 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, sales workflow and calling.
Over the last 30 days Folk has been shipping faster than Wealthbox — a point in its favour if release momentum matters to you.
3. Close CRM · velocity 6.3
Close adds OIDC single sign-on as voice agents and Chloe take on more of the CRM.
Its velocity score of 6.3/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Close CRM focuses on voice agents, ai assistant and workflow automation.
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 →
4. 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.
Its velocity score of 6.3/10 reflects longer-term release cadence; its most recent meaningful update was “Lime Connect adds time-based workflow triggers and interactive AI Agent UI elements”.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Lime Connect focuses on customer messaging, ai agents and workflow automation.
Lime Connect and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Lime Connect trajectory → · Compare Wealthbox vs Lime Connect →
5. 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.
Its velocity score of 6.3/10 reflects longer-term release cadence; its most recent meaningful update was “Easy!Appointments 1.6.1-beta.1: Security hardening and CalDAV polish”.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Easy!Appointments focuses on open source, scheduling and caldav.
Easy!Appointments and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Easy!Appointments trajectory → · Compare Wealthbox vs Easy!Appointments →
6. Streak · velocity 6.3
Streak wires automations to email and call activity, turning Gmail CRM into an event-driven workflow engine.
Its velocity score of 6.3/10 reflects longer-term release cadence; its most recent meaningful update was “⚡️ Automations can now trigger on new emails, calls, and meeting notes”.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Streak focuses on crm, gmail and automation.
Streak and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
7. Folk · velocity 6.3
Folk launched an MCP server and a mobile app in the same summer — two distinct distribution bets at once.
Its velocity score of 6.3/10 reflects longer-term release cadence; its most recent meaningful update was “folk MCP turns interactions into insight”.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Folk focuses on crm, mcp and mobile.
Folk and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
8. 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.
9. 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.
10. Corteza · velocity 5.0
Corteza's 2026.9 release candidates keep landing daily, each fixing one MySQL or RBAC edge.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Corteza focuses on low code crm, workflow engine and release line.
Corteza and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
11. Twenty · velocity 5.0
Twenty 2.48 puts its CRM agent into Slack threads and lets AI chat manage agents.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, Twenty focuses on open source crm, ai agents and mcp.
Twenty and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
12. GroupOffice · velocity 5.0
GroupOffice ships three 26.0 builds in four days, all with install-only notes.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Wealthbox leans on advisor crm, ai notetaker and agents, GroupOffice focuses on groupware, self hosted and crm.
GroupOffice and Wealthbox have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full GroupOffice trajectory → · Compare Wealthbox vs GroupOffice →
Frequently asked questions
What are the best alternatives to Wealthbox?
The top Wealthbox alternatives we currently track in CRM software are Twenty, Folk, Close CRM, Lime Connect, Easy!Appointments, 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.