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 401–420 of 1,000 ranked alternatives.
Propel CRM by Premier SIR
IDC Global,INC
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
O-key: Sales App & Mobile CRM
Inqoob inc.
Manage contacts, schedule meetings, track details
Manage business contacts with detailed profiles and custom categories. Schedule presentations and meetings with calendar integration. Track interaction history and set reminders for follow-ups. Sync data across devices and export contact lists.
OHCRM
KRISTIAN FILIPOVSKI
Manage open house visitors and data
Manage open house events with visitor sign-in tracking and automated follow-ups. Store and organize contacts with customizable forms. Use the Turnout Predictor to estimate attendance and improve lead capture.
Rodeo Realty CRM
IDC Global,INC
Manage client interactions and track open house
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
MAPS Technologies
MAPS Technologies, LLC
Access system features on the go
Access business management tools on mobile with a point-and-click interface. Send and receive two-way text messages, manage voicemails, transfer calls, and use email and Facebook Messenger.
DealMaker CRM
IDC Global,INC
Access contacts and property details on
Access contact database and property details from a phone. View real-time updates and receive push notifications. Capture leads using an open house registration form. Sync data across devices. Export contact information.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.