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 281–300 of 1,000 ranked alternatives.
iCount - Business Management
Tarantula Systems ltd.
Track income, expenses, and budgets
Track income and expenses by period with quick navigation to key areas. Use an all-powerful button for common actions. Simplified document creation and expense entry with a clean, organized interface.
Contractor Project Management
ContractorProjectManagement.com, LLC
Manage projects and business tasks remotely
Manage projects and business operations with real-time data access across devices. Track expenses, schedule tasks, and collaborate with team members. Sync data between smartphones, tablets, and computers. Monitor progress and generate reports.
DealerPeak CRM
DealerPeak LLC
Manage leads and tasks on the go
Quickly add and update customer information. Manage leads and tasks on the go. Receive push notifications. Send and receive text messages and emails. Search and view inventory details.
LeadOwl
LEADOWL HOLDINGS, LLC
Manage leads, send messages, book appointments, track
Manage leads with centralized communication across channels like SMS, WhatsApp, and Instagram DM. Schedule appointments, track reviews, and use a business phone number integrated with team inbox for streamlined collaboration.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.