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 41–60 of 1,000 ranked alternatives.
Terros
Terros, Inc.
Manage leads, track sales, and close deals
Track sales opportunities and validate leads. Manage territories and organize in-field activities with gamification features. Monitor team performance through leaderboards and manage team members.
OptifiNow
McGee Technologies, Inc
Configure sales processes and automate leads
Manage customer relationships with CRM tools. Automate sales processes with intelligent workflows. Configure sales steps and enable team performance. Generate reports and analytics. Integrate with external systems via API.
Digital Business Card by Wave
Wave Connect Inc.
Create cards with QR code or Apple
Create cards with customizable designs and branding options. Share via QR code or Apple Wallet. Manage contacts and update information remotely. Sync across devices for consistent access.
Centerpoint Connect
Centerpoint Connect LLC
Manage projects, track leads, and schedule jobs
Manage clients, leads, and projects with on-the-go access. Track sales, service, and production processes. Integrate with accounting software, drone footage, and sales automation tools.
Clients: Your Client Book, CRM
Dmitry Petrushin
Manage data and communication
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
Unanet CRM
UNANET, INC.
Unify teams and manage projects
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Nomysys
NOMYSOFT BILISIM EGITIM VE DANISMANLIK ANONIM SIRKETI
Manage requests, automate workflows, track progress
Centralized request management allows users to collect, categorize, and prioritize reseller and customer requests in one panel. Automated workflows include rules-based routing, approvals, and escalations with SLA tracking and reminders.
Twilio Frontline
Twilio, Inc.
Manage contacts, send messages, track conversations
Manage customer interactions through a personal inbox. Integrate with CRM to organize contact lists. Respond to messages via SMS, WhatsApp, or Voice. Continue conversations across communication channels.
DIKIDI Appointments Scheduling
DIRECT CURSUS COMPUTER SYSTEMS TRADING LLC
Schedule and automate tasks
Schedule and manage bookings for both clients and professionals. Automate online booking processes. Track client data, employee schedules, and business finances. Integrate inventory management and CRM features.
Rotor | Home Services
Tyler Woods
Access CRM data and sync offline
Access CRM data, manage leads, and track sales activities offline. Sync contacts and update deals remotely. View dashboards and receive notifications for important updates. Share files and collaborate with team members in real time.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.