Best SAM Suite alternatives: apps like SAM Suite

8+ similar apps compared and reviewed

3.4 avg rating

8 free apps

Updated November 2026

Sales Activity Management

SAM Suite is great, but it's not the only option. Explore 8+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to SAM Suite

#1

KofC Events by Knights of Columbus

Editor's Choice

4.5(6 ratings)

Free

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Access event agendas, maps, and important documents. Participate in challenges, view exhibitors, and find additional resources. Stay informed with notifications.

#2

SmartOffice Anywhere by Zinnia Tech Solutions LLC

Strong Contender

1.7(13 ratings)

Free

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Access critical client data, appointments, and tasks on the go. This mobile CRM tool is designed for insurance agents and financial advisors to manage client information, track appointments, and record notes efficiently.

#3

CellTrust SL2 by CellTrust Corporation

Enterprise Capture

Worth Considering

3.2(27 ratings)

Free

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This app provides a dedicated business number for your mobile device, separating personal and professional communications. It utilizes secure technologies for internal messaging and voice calls, ensuring compliance and eDiscovery readiness for enterprises.

More apps like SAM Suite

Hearsay for Intune by Yext

Hearsay for Intune by Yext

Hearsay for Intune by Yext

Hearsay Mobile Powered by Yext

This app unifies compliant social media, text, and messaging for financial professionals. It enables authentic outreach to attract prospects and engage clients efficiently and compliantly.

Compliant social media postingAutomated content campaignsAI-powered content recommendations

Compare with SAM Suite

Hearsay Mobile by Yext

Hearsay Mobile by Yext

Hearsay Mobile by Yext

Hearsay Mobile Powered by Yext

This app unifies compliant social media, text, and messaging for financial services professionals. It enables authentic outreach to attract prospects and engage clients efficiently and compliantly, all from a mobile device.

Unified social media, text, and messagingCompliant communication for financial servicesAutomated social content campaigns

Compare with SAM Suite

by Redtail Technology, Inc.

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.

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

free with in-app purchases

Compare with SAM Suite

by Zocks Communications, Inc.

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

AI-generated meeting prep notesOne-tap voice recordingCRM and email data integration

Compare with SAM Suite

CRM for Financial Advisors

Manage client relationships and firm activities with this comprehensive CRM mobile app. Features include secure login, contact management, task organization, and calendar integration. Stay updated on your practice with a streamlined interface designed for financial advisors.

Secure login with Face ID/Touch IDContact management with quick actionsRedesigned calendar and task management

Compare with SAM Suite