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Freshsales CRM VS Plaid

Compare Freshsales CRM VS Plaid and see what are their differences

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Freshsales CRM logo Freshsales CRM

A full-fledged CRM for high-velocity sales teams.

Plaid logo Plaid

Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.
  • Freshsales CRM Landing page
    Landing page //
    2022-01-07
  • Plaid Landing page
    Landing page //
    2023-01-12

Freshsales CRM videos

+ Add

Freshsales CRM Tool Review, Pricing, and Features

More videos:

  • Demo - Freshsales CRM Demo
  • Demo - Freshsales CRM Demo | Freshsales Explained in Under 7 Minutes
  • Tutorial - FreshSales CRM Tutorial in 2024: How To Use FreshWorks CRM

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 Freshsales CRM and Plaid)

Freshsales 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 Freshsales 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 Freshsales CRM and Plaid

Freshsales CRM Reviews

Top 21 Salesforce’s Competitors and Alternatives
Freshworks offers Freshsales, an AI-enabled solution for sales. This cloud-based platform provides lead scoring, phone, and email communications, and activity capturing. Although Freshsales can meet the needs of businesses of all sizes, it is best suited for SMBs.
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Freshsales is a reliable Copper alternative that can help you grow your business. This sales-focused CRM solution provides you the capabilities to optimize your sales cycle and maximize your revenue. Freshsales helps automate time-consuming tasks so you can focus more on forming stronger relationships with your customers. It unifies customer data to help you get complete...
Source: www.bigcontacts.com
8 Best CRM for eCommerce Business in 2019
Freshsales has made a name for itself in the CRM user experience department, with its simple and easy-to-use interface. But that’s not all Freshsales CRM does. It does away with the need for bulky setup procedures and integrations that take hours to be up and running. It collates all the functions of a legacy CRM system and gives eCommerce firms a dynamic solution to manage...
Source: www.softwaresuggest.com
Looking for a Salesforce alternative?
Try Freshworks CRM (formerly Freshsales)—one of the best Salesforce alternatives that costs less and scales with you as you grow.
Source: www.freshworks.com

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 a lot more popular than Freshsales CRM. While we know about 78 links to Plaid, we've tracked only 1 mention of Freshsales CRM. 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.

Freshsales CRM mentions (1)

  • Freshworks MarketPlace apps using JavaScript Frameworks
    This template will show you how to build apps that uses the Customer data from the CRM product of Freshworks called Freshsales. This sample app will showcase the various apis and interfaces you can use to interface with the CRM product. If you are not familiar with these apis or if your are just starting to build an app using the CRM capabilities, this is the starter template you should be using. - Source: dev.to / almost 2 years ago

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 / 9 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 Freshsales CRM and Plaid, you can also consider the following products

Pipedrive - 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.

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

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

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

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