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 701–720 of 1,000 ranked alternatives.
Indoor Finders
Indoor Finders, LLC
Reserve, locate, and manage workspace
Reserve hoteling spaces and specify work-in-office days. Locate conference rooms, people, and printers. Manage seating and view space layouts. Navigate areas with wayfinding features. Sync with room displays and kiosks.
Planize - Appointment Manager
IRFAN ONGUC
Schedule appointments and manage clients
Create and edit appointments with an intuitive interface. Manage customer contacts and organize information. Search and filter data for quick access. Track business statistics and revenue. Support multiple languages for global use.
Lead Hub SM
Vishal Bhosale
Connect leads from chat and ads
Manage customer interactions through integrated chat apps like WhatsApp, SMS, and emails. Receive instant alerts for new leads from Facebook Ads, Google ads, and website forms. Log conversations, track follow-ups, and organize contacts within the .
TEKKY
Patrick Kane
Manage schedule, clients, and income
Manage schedules with daily, weekly, and monthly views. Track client profiles, preferences, and booking history. Customize service menus with pricing and descriptions. Receive real-time notifications for appointments and updates.
Standard CRM
HansaWorld Ireland Limited
Manage contacts, track interactions, generate reports
Manage customer interactions with contact tracking, activity logging, and communication history. Create and send quotes, generate reports, and access data across devices. Customize workflows and set reminders for follow-ups.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.