Wealthbox app icon

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.

by Starburst Labs, Inc.★ 4.81,651 ratingsBusinessFreeData updated 2026-09-16

Wealthbox screenshots

Ranked alternatives

Showing 161–180 of 1,000 ranked alternatives.

  1. Pobuca Connect app icon

    Pobuca Connect

    POBUCA - SIEBEN S.M. P.C.

    Sync contacts across devices and teams

    Manage business contacts across multiple lists with a unified address book. Share contacts with coworkers and invite them to collaborate. Use the built-in virtual assistant to update and organize contacts.

    ★ 4.831 ratingsBusinessFreeData updated 2026-09-10
  2. Track CRM - Business Manager app icon

    Track CRM - Business Manager

    FTNL

    Client info and manage quotes

    Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.

    ★ 5.05 ratingsProductivityFreeData updated 2026-09-06
  1. Attornaid app icon

    Attornaid

    Docyrus, Inc.

    Manage matters, track time, and bill clients

    Manage legal cases with centralized matter tracking, organize case details including contacts and documents, and set reminders for deadlines. Monitor time spent on tasks, generate invoices, and handle document workflows.

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  2. Edgedup app icon

    Edgedup

    Deviate Digital Agency, LLC

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  3. iRoutes Mobile app icon

    iRoutes Mobile

    Innovative Service Routes, LLC

    Manage customers, track routes, send reminders, create

    Manage customer relationships with CRM features, track service routes, generate invoices, set reminders, and communicate via built-in tools. Log service calls and monitor business performance.

    ★ 5.07 ratingsBusinessFreeData updated 2026-09-06
  4. ONE Suite CRM app icon

    ONE Suite CRM

    REALTY ONE GROUP, INC.

    Access contacts and property details

    Access contact database and property details from a mobile device. View real-time updates and receive push notifications. Create Open House Registration Forms to capture leads quickly.

    ★ 4.47 ratingsProductivityFreeData updated 2026-09-06
  5. AOT Hub app icon

    AOT Hub

    Aetas Retail Private Limited

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  6. amoCRM 2.0 app icon

    amoCRM 2.0

    amoCRM

    Chat with customers and manage leads

    Manage customer interactions through multi-channel communication including messengers, emails, and calls. Track sales pipelines, set automated workflows, and generate reports. Access analytics and manage contacts directly from the .

    ★ 4.122 ratingsBusinessFreeData updated 2026-09-11

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.