Best apps like Impact Events

📊 Productivity

Impact Events is great, but it's not the only option. Explore 9+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Impact Events

Swivel Connect by Advisor First, LLC

Companion app for Swivel CRM

Editor's Choice

5.0(5 ratings)

Free

Access your CRM data and manage client relationships on the go. This app synchronizes in real-time with your web-based CRM, allowing you to view client information, schedule appointments, and complete tasks from your mobile device.

Swivel Portal by Advisor First LLC

Companion app for Swivel CRM

Strong Contender

0.0(0 ratings)

Free

AE Summit by Galactic Performance Sol.

Worth Considering

0.0(0 ratings)

Free

More apps like Impact Events

Triad Experiences

by Triad Partners, LLC

(0)

Fixed Annuity Leadership Event

NAFA Events

(0)

by EquiTrust Life Insurance Company

EquiTrust Agent App

Annuity and life product informationNew business trackingCommission details

Access annuity and life product details, new business information, and commission data. Receive personalized alerts to enhance operational efficiency. Requires an active EquiTrust Agent Website login.

(3)

free

CRM for Financial Advisors

Wealthbox

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

(1.7K)

free

by Zocks Communications, Inc.

Zocks

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

(35)

free

by Redtail Technology, Inc.

Redtail CRM

Access client contact informationManage calendar and schedule activitiesView and edit contact details

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

free with in-app purchases

(675)