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AtmosAI CRM VS Plaid

Compare AtmosAI CRM VS Plaid and see what are their differences

Agiliron
Omni-Channel SaaS Solution Suite for Retail, Wholesale & eCommerce businesses featured
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AtmosAI CRM logo AtmosAI CRM

AtmosAI CRM connects sales, marketing and the customer experience. Enjoy 100% no code customization, pre-built templates, quotes and invoices, marketing tools and our Command Center, a single source for all client information.

Plaid logo Plaid

Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.
  • AtmosAI CRM Landing page
    Landing page //
    2023-02-15

AtmosAI CRM gives you all of the tools needed to store leads, communicate and market to potential clients and track those clients through the entire sales process, from new lead to paying client and everything in between.

  • Plaid Landing page
    Landing page //
    2023-01-12

AtmosAI CRM features and specs

  • Lead Management: Yes
  • Customer Management: Yes
  • Calendar and Scheduling: Yes
  • Quotes and Invoicing: Yes
  • Easy Customization: Yes
  • 2-Way Email : Yes
  • Inbound and Outbound Calling: Yes
  • 2-Way SMS (Text Messaging): Yes
  • Marketing Campaigns (Email, SMS and Calls): Yes
  • Project Management: Yes
  • Product Management: Yes
  • Opportunity Management: Yes

Plaid features and specs

No features have been listed yet.

AtmosAI CRM videos

+ Add

AtmosAI CRM Intro Video

Plaid videos

+ Add

Plaid - Polymer (Album Review)

More videos:

  • Review - BBC x Adidas PHARRELL Human Race NMD Trail Plaid Review & On Feet
  • Review - Iron Clays Poker Chips and Plaid Deck Review - Poker Gift Guide

Category Popularity

0-100% (relative to AtmosAI CRM and Plaid)

AtmosAI CRM

Plaid

CRM
100 100%
CRM
0% 0
Personal Finance
0 0%
Personal Finance
100% 100
Sales
100 100%
Sales
0% 0
Other Fin Tech
0 0%
Other Fin Tech
100% 100

User comments

Share your experience with using AtmosAI CRM and Plaid. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare AtmosAI CRM and Plaid

AtmosAI CRM Reviews

  1. AtmosAI CRM - Intuitive and powerful

    Thus far, we've had a great experience with this CRM. It's as easy to customize as they say it is, and it meets our needs and more. In addition to management of leads and contacts, you can also manage your clients and send invoices, quotes and estimates to those clients.

    🏁 Competitors: Keap, Thryv, monday CRM
    👍 Pros:    Simple yet powerful and efficient tool|Easy to use|Great value|Add on applications
    👎 Cons:    None so far

Plaid Reviews

Top 20 Best Plaid Alternatives in 2022
When you use the platform’s main features and a live set of API keys, you don’t have to pay anything upfront. Plaid is an all-in-one financial solution that lets you build your own financial services. The program includes classified transaction data, account login, optimized mobile forms, an ACH authentication tool, form autofill, income validation, and custom integration,...
Source: businesscrunch.net

Social recommendations and mentions

Based on our record, Plaid seems to be more popular. It has been mentiond 78 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

AtmosAI CRM mentions (0)

We have not tracked any mentions of AtmosAI CRM yet. Tracking of AtmosAI CRM recommendations started around Feb 2023.

Plaid mentions (78)

  • Can someone's Venmo/PayPal balance be approved to show up in a 3rd party app?
    Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 8 months ago
  • Need help finding simulation business bank accounts + credit cards
    My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: 10 months ago
  • Need A Solution to Amex Business Credit Card Data
    I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: 11 months ago
  • (Canada) Does anyone know of an API service that will users to connect with their personal bank and return things like their bank feed?
    Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: 11 months ago
  • Intuits Mint is garbage this year, need other recs for tracking expenses.
    Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: 11 months ago
View more

What are some alternatives?

When comparing AtmosAI CRM and Plaid, you can also consider the following products

LeadSquared - Sales and marketing automation software for businesses that sell to directly to consumers using offline, online, phone or field sales.

Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.

Base CRM - Customer relationship management (CRM) & sales software geared towards making your small business, mid-market or enterprise sales team 10x more productive.

QuoteMedia - Financial web tools that allow users to access real-time​ stock quotes, with live charts and NASDAQ level 2 data.

CommissionCrowd - A global online sales platform to connect companies and commission only sales agents

Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.

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