OnePageCRM - Simple CRM System
Novus Via Ltd
Manage contacts and set follow-up reminders
Manage client and prospect interactions with follow-up reminders linked to contacts. Track relationships, set recurring reminders, and organize notes.
Apps Like Wealth Builder University for iPhone and iPad
Manage branches, contacts, and team members
Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Wealth Builder University screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Legion Workforce Engagement
Legion Technologies Inc.
Notify team members about shifts
Team members can update work preferences and availability. Managers receive notifications when schedules are available. Shift offers are sent in real-time. Users can accept or decline offers. Schedules are adjusted based on team input.
Wealth-Builder
Veradix Inc.
Track expenses, invest, build
Track income and expenses with categorized entries. Set financial goals and monitor progress. Schedule automatic savings and investments. Access educational content on building and budgeting. Sync with banking accounts for real-time updates.
MySGT
Sterling G Thompson Company
Update info, view policies, manage vehicles
Update client information, view policies and documents, manage vehicles and drivers, and handle property details. uto ID cards, obtain Certificates of Insurance, and report claims through the .
Modivcare
ModivCare Solutions, LLC
Schedule and manage non-emergency transportation
Schedule and manage non-emergency transportation appointments. Submit mileage reimbursement claims for eligible members. Access account information without using existing Member Services Website login.
Acuity: Appointment Scheduler
Squarespace, Inc.
Schedule appointments and send payments
Manage appointments with real-time calendar access, edit availability, and schedule new bookings. Share direct links with clients and sync your calendar. Track client information, send secure payments, and generate automated receipts.
Boulevard Professional
Boulevard Labs, Inc
Review client profiles and update notes
Review client profiles to view past appointments, previous purchases, and social media links. Manage schedules with weekly views and staff assignments. Update client notes and send reminders directly from the .
Deltek CRM for Vantagepoint
Deltek, Inc.
Access pursuits, contacts, and activities on
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Kahramaa
Qatar General Electricity & Water Corporation
View bills, pay invoices, track service status,
View and pay electricity and water bills. Manage properties and submit meter readings. Track service status and request certificates. Update e-bill email preferences. Locate customer service branches on a map.
Tawuniya | التعاونية
THE COMPANY FOR COOPERATIVE INSURANCE
View policies, track claims, make payments
View and manage insurance policies. Submit and track claims. Renew policies quickly and securely. Locate nearby healthcare providers. Receive instant notifications for updates and claims.
Viventium
Viventium Software, Inc.
View pay, company, and personal info
View paychecks, statements, and tax information. Manage direct deposit details. Track time-off requests and approve them. Access emergency contact and benefits coverage data. Update personal information securely.
PocketSuite - Schedule Clients
PocketSuite, Inc.
Book appointments, manage , sign contracts, track
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Jotform - Form, Sign & Survey
Jotform Inc
Fill forms and surveys offline
Create and fill forms and surveys offline. Access thousands of free templates or build custom forms. Edit and save data without an internet connection. Share collected data via email or export as PDF. Sync forms and results across devices.
HotSchedules
HotSchedules
Manage shifts, swap schedules, and communicate
Manage employee schedules and communicate with team members. Swap, pick up, or release shifts with one click. Request time off and manage work-life balance. Sync calendars and receive notifications for schedule updates.
Fresha for business
Surge Ventures Inc.
Book appointments and manage clients online
Schedule appointments and manage client bookings through an integrated calendar. Accept payments via POS and receive funds the next day. Reduce no-shows with upfront payment options and cancellation policies.
ASEA Global
ASEA, LLC
Manage contacts, share assets, and communicate securely
Manage customer and prospect data in a centralized location. Track and store information. Share product details and media assets to promote sales. Communicate with team and customers. Customize the 's appearance and content.
Wild Apricot for admins
Personify, Inc.
Manage members and events securely
Manage members and events by adding or checking in attendees, editing events, modifying member details, approving memberships, archiving contacts, and recording manual payments. Search for contacts and suspend memberships as needed.
Contractor Compliance
VelocityEHS Inc.
Track requirements remotely
Enables users to complete tasks via mobile. Upload files, take knowledge tests, fill out custom forms, and review documents. Acknowledge policies and receive a Facility Badge for expedited on-site access.
Iralex
Cyrus Creative Solutions Sdn.Bhd
Manage cases, upload docs, track finances, communicate,
Track case statuses and manage law firm finances. Update matters, communicate with clients and team members. Upload, share, and review documents. Access all records from a single platform.
Windsor Wealth
Windsor Wealth Management, Inc.
Check balances and contact your team
Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.