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Pipeliner CRM VS Plaid

Compare Pipeliner CRM VS Plaid and see what are their differences

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Pipeliner CRM logo Pipeliner CRM

Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

Plaid logo Plaid

Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.
  • Pipeliner CRM Landing page
    Landing page //
    2023-10-17

  www.pipelinersales.comSoftware by Pipelinersales Corporation

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

Pipeliner CRM videos

+ Add

What Are the Benefits of Using Pipeliner CRM?

More videos:

  • Review - Pipeliner CRM: Product Spotlight
  • Review - Pipeliner CRM: Pipeline View

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 Pipeliner CRM and Plaid)

Pipeliner 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 Pipeliner 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 Pipeliner CRM and Plaid

Pipeliner CRM Reviews

Top 21 Salesforce’s Competitors and Alternatives
Pipeliner CRM offers baseline features designed for sales teams and professionals. This CRM also provides a dynamic pipeline view that helps users focus on high-value info and activities. The company has around 200 employees and over $50 million in revenues annually.
Source: bstrategyhub.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 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.

Pipeliner CRM mentions (0)

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

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: 12 months ago
View more

What are some alternatives?

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

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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

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.

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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