Apps Like Affinity CRM for iPhone and iPad
Affinity CRM screenshots
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
Brown Brothers Harriman
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Cascade CRM
WRK Marketing LLC
Schedule appointments and send reminders
Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
Bloomerang CRM
BLOOMERANG, LLC
Manage donations with tap-to-pay features
Manage supporter relationships and database entries directly from your mobile device. Process donations securely using RFID cards or digital wallets. Access donor insights and interaction history for informed decisions.
Jump AI
Accio, Inc.
Capture meetings, write notes, update tasks
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
Gainsight
Gainsight, Inc.
Capture notes, track tasks, and manage drafts
Capture notes, action items, and key details from anywhere with rich-text formatting and @mention features. Use search and filters for personalized views. Manage private drafts and consume editable content. Track company and relationship information.
ReferralMate
Alyssa Schultz
Post referrals, browse profiles, apply directly
Create a profile with name, photo, and company details. Post referrals with deal specifics. Browse active referrals and apply. Track status and receive updates. Build professional connections for closed deals.
boggler.ai
rb tv, inc
Capture meetings, process notes, act quickly, remember
Capture voice, meetings, videos, and documents for instant processing. AI analyzes content to generate summaries and actionable insights. Organize notes, set reminders, and share key points with team members.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.