Best apps like Levitate PRM

4.0(62 ratings)

Free

KobCard is a comprehensive gift card information platform that offers real-time exchange rates, price calculations, and the latest news on gift cards. It serves as a one-stop destination for individuals looking to buy, sell, or stay informed about the world of gift cards.

Top Alternatives to Levitate PRM

hazel.ai by Altruist

AI for wealth professionals

Editor's Choice

5.0(8 ratings)

Free

This AI-powered tool helps wealth professionals stay present during client meetings by automatically recording, transcribing, and summarizing conversations. It streamlines note-taking and syncs data to a web platform for follow-up actions like drafting emails and updating CRMs.

Queue Personal CRM by Jeremy Lubin

Be better at keeping in touch.

Strong Contender

4.4(42 ratings)

FreeIn-App Purchases

This app helps you maintain personal relationships by reminding you to connect with people regularly. You can add contacts, log notes from conversations, and easily search your network. It integrates with your calendar and email to suggest who to reach out to and when.

Memento - Contact Manager by Memento CRM Inc

Manage Contacts, Grow Network

Worth Considering

5.0(12 ratings)

FreeIn-App Purchases

Effortlessly manage your professional network and create personalized digital business cards. This app helps you organize contacts, set reminders, and deduplicate entries, offering an eco-friendly alternative to traditional cards.

More apps like Levitate PRM

GReminders

AI Notetaker / Scheduler

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Intently - Personal CRM

Relationship Manager

Personalized check-in remindersCustomizable contact frequenciesInteraction notes and memory logging

This app helps you maintain and strengthen your personal connections by reminding you to check in with contacts at personalized frequencies. Log details from interactions to remember important moments and nurture meaningful relationships.

(3)

freemium

AMS360 Mobile

by Vertafore, Inc.

View client and contact detailsAccess policy information and declaration pagesReview recent claims and upcoming renewals

Access and manage customer accounts and policy information from your mobile device. This tool enhances client relationships through more effective meetings, quicker servicing, and improved client experiences. It allows for real-time updates to your management system, even when on the go.

(35)

Henlo - Personal CRM

Stay in touch

Add contactsSet reminders to reach outPersonal CRM functionality

This app helps you maintain relationships by reminding you to reach out to friends, family, and acquaintances. It acts as a personal CRM, ensuring you stay connected with important people in your life.

(3)

freemium

Cyber Compliance

Compliance Verification

Cybersecurity compliance monitoringDevice security setting validationRegulatory guideline adherence

This app monitors your mobile device for cybersecurity compliance, ensuring your security settings meet regulatory guidelines. It offers secure web browsing with bank-grade encryption and a no-log network policy for enhanced privacy. An Entreda Unify account is required to use its features.

(22)

Simplii Fusion Mobile

by Simplii

CallingTextingCRM integration

This app allows Fusion customers to make calls and send texts. It also includes CRM integration features for managing customer interactions. Stay connected and organized with this communication and business tool.

(28)

Handle Your Business On The Go

Broker Plus

Dashboard overviewCommission trackingClient application tracking

Manage your business on the go with this app. Access your book of business, track client applications, view commissions, and stay updated with curated news. It offers a dashboard overview, renewal information, and ID card management.

(1.4K)