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Cloze - Smarter Relationship Management
Boss Insights - Providing Business Lenders Their Clients' Financial Data...In Minutes
Propeller CRM - Small business CRM with deep Gmail integration
Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.
Streak - Manage customers inside Gmail
Operator.io - The easiest way for developers to integrate financial apps like Quickbooks Online, Shopify, and Amazon Seller Central into their products.