Twenty
Twenty 2.52 lets apps run their own account-connection flows and adds inbox sharing.
Comparison · CRM
Close CRM vs Wealthbox
A side-by-side editorial comparison of Close CRM and Wealthbox — release velocity, themes, recent moves, and the top alternatives to consider.
Close CRM vs Wealthbox: at a glance
What is Close CRM?
Close takes Chloe Chat out of beta for every customer, a month after OIDC SSO.
Close is shipping on three tracks. Its assistant Chloe is now generally available as Chloe Chat, answering pipeline questions, preparing a rep's day, analyzing data and taking actions from any page. Voice agents run on the rebuilt telephony layer with skills like Schedule Meeting, and the October 13 release added a central Security page with OIDC single sign-on alongside update-only Workflow triggers.
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.
Close CRM vs Wealthbox: editorial side-by-side
Close CRM
5.0CRM
Close takes Chloe Chat out of beta for every customer, a month after OIDC SSO.
◆ Current state
Close is shipping on three tracks. Its assistant Chloe is now generally available as Chloe Chat, answering pipeline questions, preparing a rep's day, analyzing data and taking actions from any page. Voice agents run on the rebuilt telephony layer with skills like Schedule Meeting, and the October 13 release added a central Security page with OIDC single sign-on alongside update-only Workflow triggers.
◆ Where it's heading
Chloe has moved from a beta chat to the default way into the app: a command-palette fallback in September, notification threads, and now GA for all accounts. Paired with voice agents that act on phone numbers and Workflows that react to record updates, Close is building a CRM where assistants and automation do more of the work, with SSO and a security page arriving as the governance layer that buyers ask for.
◆ Prediction
Expect Chloe to gain more write actions and to connect with Workflows or voice-agent skills now that it is GA; the truncated entry doesn't list which actions it can take today.
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.
Alternatives to Close CRM and Wealthbox
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 Close CRM or Wealthbox.
Twenty
Twenty 2.53 lets apps lock field permission actions, a day after role-aware relation pickers.
IntegCRM
IntegCRM keeps building out invoicing, bookings, forms and email for service businesses.
Folk
folk ships a French interface weeks after moving its data storage to Europe.
GroupOffice
GroupOffice patches its current 26.0 line and the older 25.0 line on the same afternoon.
Corteza
Corteza 2026.9.0 goes final after a week of single-fix candidates.
See all Close CRM alternatives → · See all Wealthbox alternatives →
Recent activity from Close CRM and Wealthbox
Latest ship moves from both products, interleaved chronologically. ⚡ = editorial spark.
- 9d agoClose CRMChloe Chat is out of beta for all Close customers
- 16d agoClose CRMClose adds a central Security page and OIDC single sign-on
- 17d agoClose CRMTrigger Workflows on updated events
- 23d agoClose CRMVoice agents get a single Schedule Meeting skill
- 23d agoClose CRMTemplate Creation from Email/SMS
- 1mo agoClose CRMAsk Chloe a question from the command palette
- 5mo agoWealthboxFive AI Notetaker updates for collaboration and reliability
- 5mo agoWealthboxNew in Wealthbox: Contact Actions in Opportunity Workflows
- 7mo agoWealthboxAI Notetaker: three updates for capture and post-meeting work
- 7mo agoWealthboxWealthbox AI: From System of Record to System of Action ⚡
- 8mo agoWealthboxAI Notetaker: broader capture and meeting-activity visibility
Frequently asked questions
What is the difference between Close CRM and Wealthbox?
They serve adjacent needs but don't currently overlap on shipped themes. Close CRM 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 Close CRM better than Wealthbox?
Sparkpulse doesn't pick a winner — we score release velocity, not feature parity. Close CRM 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 Close CRM?
Top Close CRM alternatives in CRM are ranked by recent ship velocity. Browse the "Close CRM alternatives" section above for the current picks, or visit /alternatives/close-crm for the full list with editorial commentary on each.
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.