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.★ 4.81,651 ratingsBusinessFreeData updated 2026-09-16

Wealthbox screenshots

Ranked alternatives

Showing 421–440 of 1,000 ranked alternatives.

  1. My Engage App app icon

    My Engage App

    Wind Valley Software, LLC

    Customize channels, manage sales, enable teams, track

    Manage sales processes with a customizable CRM, track assets and content, and use a smart calendar for scheduling. Create and customize forms, onboard new hires, and access a learning management system for training.

    ★ 5.02 ratingsProductivityFreeData updated 2026-09-14
  2. SalesPlus+ app icon

    SalesPlus+

    EMO MATRIX SERVICES(OPC) PRIVATE LIMITED

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  1. Rollio app icon

    Rollio

    Rollio, Inc.

    Text to CRM, automate data entry

    Send text messages to update CRM records. Automatically parse data and populate fields in Salesforce or SAP Cloud for Customers. Streamline data entry by replacing manual form filling with text-based input.

    ★ 5.04 ratingsBusinessFreeData updated 2026-09-10
  2. LUASA app icon

    LUASA

    CREATIVES SOFTWARE

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  3. AlterEstate app icon

    AlterEstate

    AlterEstate, Inc.

    Manage properties and track leads

    Manage real estate business with a CRM for the industry, property administration, network connections, website creation, dynamic forms, marketing tools, and accounting features.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

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