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 61–80 of 1,000 ranked alternatives.
Spiro.AI
Spiro Technologies, Inc
Access CRM data and manage contacts
Access customer data, manage contacts, and track interactions. Schedule follow-ups and send messages. Sync with web and phone for unified communication. View analytics and update client information in real time.
Laxis: AI Meeting Assistant
Laxis, Inc.
Record meetings, transcribe audio, generate summaries, track
Records and transcribes in-person meetings. Generates summaries, customer requirements, action items, and follow-up emails. Allows real-time chat to retrieve information from past conversations.
Continuum CRM
Continuum CRM, LLC
Manage customer data and automate marketing campaigns
Manage customer relationships with contact tracking, activity logs, and deal management. Automate marketing campaigns and schedule follow-ups. Monitor inventory levels and generate reports.
boostr
boostr, inc
Manage leads, track deals, close sales
Manage client relationships with contact tracking, deal pipelines, and activity logs. Schedule follow-ups and send automated emails. Generate reports and forecast revenue. Integrate with calendar and email services.
Total Warehouse
Boyd kiefus
Manage assets, schedule maintenance, track rentals,
Manage assets with lifecycle tracking, schedule maintenance, and handle rental and leasing processes. Monitor field service activities and integrate with NetSuite CRM for streamlined operations.
CarDog CRM
DealerPeak LLC
Manage leads, track deals, and update contacts
Manage customer relationships with contact tracking, deal management, and activity logs. Schedule and send reminders. Monitor inventory with photo and description tools. Generate reports and automate workflows.
Extreme Calendar
Birdsoft LLC
Schedule events and view calendars instantly
View events in multiple layouts with customizable options. Add and edit events inline. Set reminders and recurring schedules. Sync across devices. Export event data. Integrate with email and contacts.
DonorView.Payments
ConnectedView LLC
Manage donations, events, and memberships
Manage donor relationships with CRM tools. Track fundraising campaigns and donations. Organize events and memberships. Process payments for events and memberships. Send email campaigns and manage social media. Conduct surveys to gather feedback.
Veeva CRM
Veeva Systems
Manage customer interactions and data securely
Manage customer relationships with role-based dashboards for sales and medical teams. Track interactions, schedule follow-ups, and access product information. Share documents and communicate securely with healthcare professionals.
Hunter Douglas The Link
Hunter Douglas Window Fashions, Inc.
Quote products and manage orders
Access product details, images, and videos. Upload custom photos for a digital portfolio. View client accounts and order history. Import measurements using a Leica DISTO™ device. Browse all products and configuration options.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.