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 261–280 of 1,000 ranked alternatives.
NetHunt CRM
NetHunt, Inc.
Track contacts, manage deals, and sync data
Manage customer data and update details directly from the mobile . Track sales pipelines and organize contacts. Integrate with Gmail and Google Workspace apps for seamless access and management.
RoofIT CRM
Daniel Jolly
Manage jobs, track estimates, organize customers
Manage roofing jobs with task tracking, estimate tracking, and customer information organization. Set automated workflows, customize dashboards, and integrate with suppliers for streamlined operations.
North Shore Mobile
North Shore Systems
Manage deals, track pipeline, update CRM
Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.
Agentgogo
Dovetail MKTG LLC
Manage contacts, track deals, and send emails
Manage contacts, send emails, and track deals. Schedule appointments and set reminders. Analyze performance with customizable reports. Integrate with calendar and other business tools. Share files and collaborate with team members.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.