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Best Wealthbox CRM Apps

249+ iOS apps curated and reviewed

4.0 avg rating
20 free apps
Updated September 2026

If you already know Wealthbox, this is the deeper bench. 249+ wealthbox crm apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of September 2026.

Compare top Wealthbox CRM Apps (September 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1WealthboxWealthboxFree4.8★ (1.6K)NoNoSep 2026
2Capsule CRMCapsule CRMFree4.5★ (44)NoNoSep 2026
3Redtail CRMRedtail CRMFree4.6★ (675)NoNoAug 2026
4Method CRMMethod CRMFree2.3★ (23)NoNoAug 2026
5Toolkit CRMToolkit CRMFree4.0★ (1)NoNoAug 2026
6My CRM.My CRM.Free—NoNoMay 2026
7AIPrime CRMAIPrime CRMFree—NoNoSep 2026
8Capital CRMCapital CRMFree—NoNoMay 2026

Top Picks for Wealthbox CRM

Wealthbox#1

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors
Editor's Choice
💼 Business
4.8😊(1.6K ratings)
Free
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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.

What We Love

  • 🚀 Game changer
  • 👍 Great interface
  • 👍 Intuitive and easy to use
  • 👍 Excellent design
  • 👍 Flexible and easy to use
  • 👍 Beautiful platform with all the features

Room to Improve

  • 🐛 Constantly crashes
  • 🐛 Problems loading and glitches
  • 🐛 Paid integration not working
  • 🐛 Horrible phone app
  • 🐛 Cumbersome to use vs browser version
  • 🐛 Freezes after login
  • 🐛 Worthless mobile app
Capsule CRM#2

Capsule CRM by Zestia

Strong Contender
💼 Business
4.5😊(44 ratings)
Free
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Manage your business contacts, tasks, and sales opportunities on the go. This mobile CRM allows you to update your data offline, track communications, and view contact details with ease. It's designed for professionals who need to stay organized and productive outside the office.

What We Love

  • 👍 Intuitive and easy to use
  • 🚀 Elegant and economical
  • 💡 Helpful and friendly interface
  • 👍 Excellent CRM foundation for small businesses
  • 👍 Customizable and flexible
  • 👍 Great value for money

Room to Improve

  • 🐛 Inconsistent sync/refresh rate
  • 🐛 Lack of push notifications
  • 🐛 Inability to delete tasks from the app
  • 🐛 Lack of iPad support
  • 🐛 Limited functionality compared to desktop version
  • 🐛 Slow performance after updates
Redtail CRM#3

Redtail CRM by Redtail Technology, Inc.

Worth Considering
💼 Business
4.6😐(675 ratings)
Free
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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.

What We Love

  • 🚀 Easy to use
  • 🔒 Secure
  • 👍 Convenient for on-the-go work
  • 👍 Logical and helpful system
  • 👍 Exact and available with great service
  • 👍 Integrates well with other platforms

Room to Improve

  • 🐛 App never works or crashes constantly
  • 🐛 Calendar won't load or sync properly
  • 🐛 Difficult to complete tasks with notes
  • 🐛 Slow loading times
  • 🐛 Doesn't update opportunities linked with contacts
  • 🐛 Can't view documents
  • 🐛 Lacks modern features like push notifications

More Wealthbox CRM apps to explore

FAQ about Wealthbox CRM

What are the best wealthbox crm apps for iPhone?
Wealthbox tops our wealthbox crm apps ranking as of September 2026, with a 4.8-star average from 1.6K App Store ratings, and it's free to download.
Yes — 20 of the top wealthbox crm apps we rank are free to download, including Wealthbox and Capsule CRM.
Wealthbox has no ads and has no in-app purchases, according to its App Store listing as of September 2026.
We track 249+ wealthbox crm apps on the iOS App Store as of September 2026, ranked by rating, recency, and analysis of real user reviews.
Wealthbox is a mobile CRM application designed for financial advisors. It helps you manage your client relationships, track firm activities, and organize your practice. The app syncs seamlessly with the web-based Wealthbox CRM.
Key features include secure login with biometric support, contact management with quick actions like click-to-call and photo uploading, a redesigned calendar with multiple views, a 'Today View' for urgent items, an activity stream for collaboration, and tools for task, opportunity, and project management.