Apps Like Wealthbox for iPhone and iPad
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Wealthbox screenshots
Ranked alternatives
Showing 181–200 of 1,000 ranked alternatives.
SAB Invest Trade
Alawwal Bank
Ultimate investment firm for all needs.
The app provides investment services and products. It aims to be an investment firm for user investment needs.
QuickCapture®
eshots, Inc.
Capture data, transmit in real-time
Capture and transmit consumer registration data in real-time from live events to CRM and lead fulfillment systems. Securely collect attendee information and enable immediate follow-up actions.
Lio
SWIFIC TECHNOLOGY PRIVATE LIMITED
Manage tasks, track projects, and handle customer
Manage customer relationships with contact tracking, activity logging, and sales pipelines. Create and manage projects with task assignments, deadlines, and progress tracking. Monitor employee performance with time logs and performance metrics.
GoDial Enterprise - Team App
AVIFA INFOTECH PRIVATE LIMITED
Dial calls and manage contacts remotely
Manage calls with auto dialer and CRM integration. Set up call centers quickly. Track customer interactions and sales leads. Schedule and log calls. Sync with contact databases. Monitor call performance and activity.
Lever360
AT YOUR SERVICE SYSTEMS INC
Manage jobs, track leads, and generate reports
Manage restoration projects with task tracking, client communication, and job scheduling. Monitor progress through customizable reports. Streamline sales and marketing with CRM tools. Coordinate team activities and maintain project timelines.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.