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 321–340 of 1,000 ranked alternatives.
eteams-Cloud digital workplace
Weaver Network Co., LTD
Integrated mobile office platform for enterprises.
The app is a cloud-based office platform for enterprise process approval, task collaboration, and management. It supports mobile office scenarios and streamlines workflows for data information collaboration.
CloudCall
CloudCall Group Plc
Log calls, schedule follow-ups, accelerate deals
Manage calls and CRM data within a single . Log call details, set follow-up reminders, and track deal progress. Schedule meetings and access contact information directly during calls. Collaborate with team members and manage communication on the go.
Customer Care Business Manager
JZ Mobile LLC
Manage business finances and client contacts.
The app manages client appointments, contacts, and financial information. It includes invoicing, profit and loss analysis, and inventory control.
HERO from Demand IQ
Demand IQ, Inc.
Set appointments and manage sales
Manage and schedule appointments, track sales, and maintain customer relationships. Set reminders, log interactions, and view performance metrics. Sync with calendars and access real-time data for improved productivity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.