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 121–140 of 1,000 ranked alternatives.
Planports
TEKVITA YAZILIM BILGISAYAR DANISMANLIK REKLAM ORGANIZASYON TURIZM SANAYI VE TIC LTD STI
Leverage Agent App
Highline Residential LLC
Manage leads and track deals
Manage leads and client interactions with contact information, notes, and task tracking. Schedule appointments and send messages. Sync with CRM for real-time updates and reporting.
Shape Software
Shape Software Inc
Connect to contacts and manage deals
Manage customer relationships with contact tracking, deal management, and task automation. Schedule follow-ups, send emails, and access sales reports. Sync data across devices and integrate with calendar apps.
Flowlu: CRM & Projects
Cloud Solutions Global FZCO
Plan projects, track sales, chat with team
Manage projects and tasks with team collaboration features. Track leads and contacts through a mobile CRM. Communicate via instant messaging, group channels, and push notifications.
Act! Mobile
Act! LLC
Manage contacts, tasks, and sales remotely
Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
Sales Route Planner - RepMove
Accomplish Sales LLC
Plan daily routes and manage stops
Plan daily routes by adding stops and optimizing order. Use turn-by-turn navigation for efficient travel. Visualize accounts on a map to plan territories and optimize multi-stop routes.
Legal Plex Mobile
Legal Plex LLC
Law firm management system for iOS.
The app provides a full-featured law firm management system. It allows users to add and share memos, files, and events, and create multiple accounts for employees with different access levels for security.
Salesforce - CRM ERP Hours
PROJECTSOFT SAS DI BROZZI FABRIZIO & C
Manage time, track routes, create reports, generate
Manage business operations with time tracking, automatic route tracing, and expense management. Create reports in Excel, generate charts, and sync with a calendar. Organize activities offline and access features without internet.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.