Best Wealthbox CRM Apps

249+ iOS apps curated and reviewed

4.0 avg rating
20 free apps
Updated August 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 August 2026.

Compare top Wealthbox CRM Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1WealthboxWealthboxFree4.8★ (1.6K)NoNoAug 2026
2SmartPro Financial CRMSmartPro Financial CRMFreeNoNoMay 2026
3Method CRMMethod CRMFree2.3★ (23)NoNoAug 2026
4Redtail CRMRedtail CRMFree4.6★ (675)NoNoAug 2026
5Capsule CRMCapsule CRMFree4.5★ (44)NoNoMay 2026
6Toolkit CRMToolkit CRMFree4.0★ (1)NoNoAug 2026
7My CRM.My CRM.FreeNoNoMay 2026
8AIPrime CRMAIPrime CRMFreeNoNoAug 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
Wealthbox screenshot 1
Wealthbox screenshot 2
Wealthbox screenshot 3
Wealthbox screenshot 4
Wealthbox screenshot 5
Wealthbox screenshot 6

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

Room to Improve

  • 🐛 Constantly crashes
  • 🐛 Problems loading and glitches
  • 🐛 Paid integration not working
Method CRM#3

Method CRM by Alocet Incorporated

Worth Considering
💼 Business
2.3(23 ratings)
Free
Method CRM screenshot 1
Method CRM screenshot 2
Method CRM screenshot 3
Method CRM screenshot 4
Method CRM screenshot 5

Manage leads, streamline sales processes, and enhance customer service for growing businesses. This CRM integrates with QuickBooks to help you close deals faster and drive repeat business.

More Wealthbox CRM apps to explore

4
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

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
💼 Business
(675)
free with in-app purchases
5
Capsule CRM
Capsule CRM
Capsule CRM
by Zestia Ltd
Free

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.

Offline data access and updatesContact and company managementTask and calendar management
💼 Business
(44)
free
6
Toolkit CRM
Toolkit CRM
Toolkit CRM
by Blue Square Apps Inc.
Free

Manage your calendar, tasks, contacts, and accounts with this mobile solution designed for financial professionals. Streamline your workflow, enhance client relationships, and improve business efficiency.

Calendar ManagementTask ManagementContact Management
💼 Business
(1)
free
7
My CRM.
My CRM.
My CRM.
The best CRM.
Free

Manage customer relationships with comprehensive modules for scheduling, sales, marketing, and financial planning. Track opportunities, accounts, and leads with built-in analytics and customization tools.

Schedule control and activitiesOpportunity and account managementMarketing and lead research
💼 Business
(0)
free
8
AIPrime CRM
AIPrime CRM
AIPrime CRM
by AIPRIME
Free
🔧 Utilities
(0)
9
Capital CRM
Capital CRM
Capital CRM
by Capital Realty UAB
Free
🔧 Utilities
(0)
10
CRM By Segasoftbd
CRM By Segasoftbd
CRM By Segasoftbd
Stronger Customer Connections!
Free
💼 Business
(0)
11
Frida: AI CRM for Outlook
Frida: AI CRM for Outlook
Frida: AI CRM for Outlook
Your dealboard builds itself
Free
📊 Productivity
(0)
12
1CRM Client
1CRM Client
1CRM Client
by 1CRM Corp.
Free
💼 Business
(0)
13
CRM Simples
CRM Simples
CRM Simples
Gestão de relacionamento fácil
Free
💼 Business
(0)
14
RE CRM
RE CRM
RE CRM
by Techcelerity Global Solutions
Free
💼 Business
(0)
15
CASTTIO PROPERTIES CRM
CASTTIO PROPERTIES CRM
CASTTIO PROPERTIES CRM
by Mohamed Shahat
Free
💼 Business
(0)
16
Digital Everest CRM
Digital Everest CRM
Digital Everest CRM
Automate, Connect, Grow.
Free
📊 Productivity
(0)
17
Kin: Client CRM & Follow Up
Kin: Client CRM & Follow Up
Kin: Client CRM & Follow Up
Relationship Tracker for Solos
Free
💼 Business
(0)
18
Sanchay Mobile CRM
Sanchay Mobile CRM
Sanchay Mobile CRM
Enjay IT Solutions Ltd
Free
💼 Business
(0)
19
Profit CRM
Profit CRM
Profit CRM
by DOTS HUB FOR TECHNOLOGY SOLUTIONS
Free
💼 Business
(0)
20
MyProspects CRM
MyProspects CRM
MyProspects CRM
by Tucker Carlile
Free
💼 Business
(0)

FAQ about Wealthbox CRM

What are the best wealthbox crm apps for iPhone?
Wealthbox tops our wealthbox crm apps ranking as of August 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 SmartPro Financial CRM.
Wealthbox has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 249+ wealthbox crm apps on the iOS App Store as of August 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.