Wealthbox app icon

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.

by Starburst Labs, Inc.★ 4.81,399 ratingsBusinessFreeData updated 2026-09-06

Wealthbox screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. WebPresented CRM (WPCRM) app icon

    WebPresented CRM (WPCRM)

    WebPresented LLC

    Track opportunities and close deals

    Manage customer relationships with customizable CRM tools. Track sales pipelines and monitor deal progress through stages. Access AI-powered insights to identify trends and improve sales strategies.

    ★ 4.614 ratingsBusinessFreeData updated 2026-09-06
  2. KW: Command app icon

    KW: Command

    Keller Williams Realty, Inc. Mobile

    Manage leads, close deals, and build client

    Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.

    ★ 4.7124 ratingsBusinessFreeData updated 2026-09-06
  3. Bookinglane Manager app icon

    Bookinglane Manager

    Bookinglane Inc

    Manage bookings, track payments, and analyze data

    Manage bookings and customer data with a CRM system. Track business metrics and generate reports. Process payments securely. Access a global affiliate network to expand market reach and boost earnings.

    ★ 4.6149 ratingsBusinessFreeData updated 2026-09-06
  1. Piloo app icon

    Piloo

    AgentHubb LLC

    Manage client data and track leads

    Manage client data with digital questionnaires and assessments. Track leads and organize business activities. Streamline client intake and monitor progress within a single platform.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
  2. smrtPhone app icon

    smrtPhone

    TEI SOFTWARE STUDIOS SRL

    Make calls, send texts, close deals

    Manage calls and texts through a cloud-based phone system. Integrate with CRM to track leads and manage contacts. Use a 4-line auto-dialer to handle multiple calls. Send and receive messages. Close deals with sales tools.

    ★ 4.61,359 ratingsBusinessFreeData updated 2026-09-06
  3. UpHabit: Personal CRM app icon

    UpHabit: Personal CRM

    UpHabit Inc.

    Manage contacts and track activities

    Manage contacts and activities to prevent data loss. Track important dates and reminders. Integrate with Salesforce and other platforms. Share contacts across teams. View all known contacts for each prospect and customer.

    ★ 4.3107 ratingsProductivityFreeData updated 2026-09-06
  4. Redtail CRM app icon

    Redtail CRM

    Redtail Technology, Inc.

    Access contacts, track calendar, manage CRM

    Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.

    ★ 4.6691 ratingsBusinessFreeData updated 2026-09-10
  5. Dex - Rolodex and Personal CRM app icon

    Dex - Rolodex and Personal CRM

    Dana HQ, Inc.

    Remind contacts and track relationships

    Track and manage and professional relationships with reminders and notes. Set recurring messages to stay in touch. Store important details like names and relationships. Sync across devices and view relationship timelines.

    ★ 4.4213 ratingsProductivityFreeData updated 2026-09-06
  6. Solfinity Sales app icon

    Solfinity Sales

    SIFTR, LLC

    Mark locations and track outcomes

    Mark locations with colored pins to track knocks and outcomes. Sync with CRM for contact details, notes, and appointments. Use automation and messaging tools to streamline tasks. Pin locations on an intuitive map for easy tracking and identification.

    ★ 5.07 ratingsBusinessFreeData updated 2026-09-06
  7. Law Ruler Legal CRM Software app icon

    Law Ruler Legal CRM Software

    Law Ruler Software LLC

    Access client info and manage cases

    Access client information, manage case details, and track communication. Log notes, set reminders, and share files securely. Sync data across devices and collaborate with team members in real time.

    ★ 4.110 ratingsBusinessFreeData updated 2026-09-06
  8. HAR CRM app icon

    HAR CRM

    Houston Association of Realtors

    Manage contacts, track interactions, sync data across

    Manage contacts and client history with centralized data storage. Track interactions, set follow-up reminders, and share updates with team members. Integrate with other business tools for data synchronization and workflow automation.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06
  9. WORKetc CRM & Projects app icon

    WORKetc CRM & Projects

    WORKetc Pty Ltd

    Manage tasks, track time, and send invoices

    Manage customer relationships with contact tracking and sales pipelines. Handle with task assignments and progress tracking. Process invoices and manage billing. Create and assign support cases. Integrate with calendar for scheduling.

    ★ 4.39 ratingsBusinessFreeData updated 2026-09-08
  10. BatchLeads app icon

    BatchLeads

    EQUIMINE

    Connect with leads and manage campaigns

    Access real estate lead lists with one click, including distressed and off-market properties nationwide. Use skip tracing to find accurate contact information. View nearby property sales and generate shareable CMAs.

    ★ 4.7612 ratingsBusinessFreeData updated 2026-09-06
  11. Nimble app icon

    Nimble

    Nimble, Inc.

    Manage contacts and track relationships

    Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.

    ★ 4.5620 ratingsBusinessFreeData updated 2026-09-08

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.