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Aurea CRM VS Lively HSA

Compare Aurea CRM VS Lively HSA and see what are their differences

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Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. featured
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Aurea CRM logo Aurea CRM

CRM w/ integrated campaign management, previously update.CRM

Lively HSA logo Lively HSA

Lively HSA offers solutions to users for saving accounts in a modern way.
  • Aurea CRM Landing page
    Landing page //
    2022-03-23
  • Lively HSA Landing page
    Landing page //
    2023-10-21

Aurea CRM videos

No Aurea CRM videos yet. You could help us improve this page by suggesting one.

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Lively HSA videos

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Lively HSA Review & Tour: Invest with your Health Savings Account

More videos:

  • Review - Lively HSA Review - Choose Your Own HSA Provider | Triple Tax Advantage

Category Popularity

0-100% (relative to Aurea CRM and Lively HSA)

Aurea CRM

Lively HSA

CRM
100 100%
CRM
0% 0
Medical Practice Management
9 9%
Medical Practice Management
91% 91
Sales
100 100%
Sales
0% 0
Practice Management
0 0%
Practice Management
100% 100

User comments

Share your experience with using Aurea CRM and Lively HSA. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Lively HSA seems to be more popular. It has been mentiond 13 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.

Aurea CRM mentions (0)

We have not tracked any mentions of Aurea CRM yet. Tracking of Aurea CRM recommendations started around Mar 2021.

Lively HSA mentions (13)

  • Moving over HSA from Fidelity
    I use https://livelyme.com and their hsa uses tdameritrade as the broker….td told notified that account will be folded into Schwab…. Source: 11 months ago
  • How to set up an FSA for employees?
    I recognize that you asked specifically about an FSA, but I have an HSA for my single member LLC through Lively which I am very happy with. Source: about 1 year ago
  • Beware of keeping a savings account with Marcus (Goldman Sachs)
    Lively is an option. Just be careful. You have to have an eligible health insurance plan. Not just over the minimum for the “high deductible” but also under the out of pocket max. I have no idea why that lag part is a rule but it is. Source: over 1 year ago
  • Schwab doesn't offer HSA accounts
    Lively use Schwab's Health Savings Brokerage Account for the investing side of things. Unfortunately Lively's pricing structure is not competitive compared to Fidelity:. Source: over 1 year ago
  • For Those Aware of And Using the HSA Delayed Reimbursement Hack, What Approach Are You Using to Track Receipts For the Super Long Term (20-30 years)?
    I upload to my HSA provider's website https://livelyme.com/. Source: over 1 year ago
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What are some alternatives?

When comparing Aurea CRM and Lively HSA, you can also consider the following products

Veeva CRM Suite - Watch how Vault Quality Suite unifies quality, document, and training management applications to automate and harmonize quality processes globally.

MocDoc - Most Advanced Hospital Management Software, Laboratory Management Software, Pharmacy / Clinic Software providing OP, Billing, IP, Stock Management, Sample Management & Mobile Apps and more

Inception CRM - CRM for Pharma and Biotech. We help life science sales & medical teams reach the right customers with the right messages at the right time.

doxy.me - Affordable telemedicine solution.

Data+ Research - Data management system for clinical research & bio-banks

DuxWare - DuxWare is a web-based medical practice management system that is designed to meet the needs of your practice.

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