PerfectView
PerfectView BV
Manage relationships and be productive anywhere.
The app provides access to relationship information and a to-do list. It allows users to manage relationships and be more productive on their iPhone or iPad.
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 81–100 of 1,000 ranked alternatives.
SutiCRM
SutiSoft, Inc
Manage campaigns, leads, and support activities
Manage and automate campaigns, leads, and opportunities from a single platform. Track customer interactions and support activities. Collaborate with team members and sync data offline for seamless updates. Close deals on the go.
b-hive Mobile
Teutonic Holdings, LLC
Manage calls, messages, and team chats
Manage internal and customer communications through voice calling, video conferencing, SMS, chat, fax, and voicemail. Integrate with -hive cloud phone system for unified messaging. Set up call forwarding and voicemail retrieval.
Bonjoro
Bonjoro Pty Ltd
Record videos, track interactions, chat in real-time
Record videos to send to contacts or customers. Track recipient interactions and view delivery status. Chat with customers in real-time. Upload contacts manually or connect to a CRM to populate task lists.
Rel8 AI
RelAI Technology LLC
Capture contacts with AI-powered OCR
Capture business cards with AI-powered OCR and scan QR codes for contact exchange. Enrich contacts with company and social data automatically. Create events, organize contacts by occasion, and use Event Mode for focused lead capture.
Simply CRM
Simply Consulting ApS
Track leads, manage deals, sync contacts
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Zocks
Zocks Communications, Inc.
Prepare meetings, document sessions, follow up
Manage client meetings with AI-driven tools. Prepare meeting notes, generate documentation, and track follow-ups. Schedule reminders and organize client data. Sync with calendar and email for seamless integration.
Yardi Senior CRM
Yardi Systems, Inc.
Sync CRM data on the go
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Card Scanner
Zoho Corporation
Scan business cards and save contacts
Scan business cards in 14 languages and extract contact information. Save leads and contacts to Zoho CRM, Salesforce, Google Cloud, and other platforms. Edit scanned data by dragging suggested fields into correct locations.
JobSight Restoration Software
JobSight Limited Liability Company
Track jobs, equipment, and expenses
Track jobs, equipment, employees, income, and expenses. Use full CRM with analytics for marketing insights. Integrated payroll and timeclock provide real-time job costing. Include real-time labor costs.
Canvass: Sales Tool
DVLOP, LLC
Track leads, manage pipelines, follow up
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.