Boss Insights is an award winning leader in open banking, linking fintechs and financial institutions to their small and medium-sized business clients’ financial accounting, commerce, banking, payroll and tax data in minutes. In addition to data from the likes of QuickBooks, Xero, Stripe, Square, Shopify, Amazon and more, Boss Insights provides portals to originate, decision and service fintechs and financial institutions. In an industry that needs speed and access to real-time data, Boss Insights empowers fintechs, private lenders and financial institutions to serve their business customers.
Boss Insights has earned media coverage by American Banker, Forbes, Bank Innovation, Open Finance World and The Financial Brand. Boss Insights has won multiple awards including: Money 2020 Rise Up, CB Insights’ Top 35 Future in Fintech, Corporate LiveWire’s 2021 Lending Technologist Of The Year, Open Banking Excellence’s 2020 SME Award, 2020 Women In Payments’ Unicorn Challenge, Corporate Vision’s Most Innovative Leader In Lending Technology & Canadian Lenders Association’s 2019 Executive Leader In Lending.
Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business. Sign up for a 14-day free trial.
Pipedrive has made our business much more efficient in following up deals. Keep track of deals, meetings, mails and phone calls all in one place. We can quickly follow up on offers and used Pipedrive's automations and API to integrate our Vizito trials directly into Pipedrive.
It offers the most flexibility while maintaining an easy-to-use interface and their support is superb!
Keep up the great work!
All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.
Based on our record, Pipedrive seems to be more popular. It has been mentiond 2 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.
I feel like Microsoft could offer a more robust CRM than what's present with 'Contacts' under Outlook, and pretty easily. Something like Pipedrive... I mean it could syncronize all the datapoints that local Microsoft programs already have access to: mail, contacts, projects, teams, and LinkedIn. Source: over 1 year ago
Pipedrive → our CRM for tracking leads, tasks, conversations, and deals. We chose Pipedrive because it does a good job of providing an intuitive and relatively simple CRM while still having enough features to track our sales conversations. Pricing is accessible. Source: over 2 years ago
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