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Plaid VS EspoCRM

Compare Plaid VS EspoCRM and see what are their differences

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Premium Customer Service Software to manage your customer support. Manage support email, publish self-help articles, and automate repetitive tasks. featured
Contents:
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  2. » Videos
  3. » Reviews
  4. » Alternatives

Plaid logo Plaid

Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.

EspoCRM logo EspoCRM

EspoCRM is open source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the type.
  • Plaid Landing page
    Landing page //
    2023-01-12
  • EspoCRM Landing page
    Landing page //
    2022-08-05

EspoCRM is a web-based application designed with the needs of startups, small and mid-size companies in mind. The software offers a wide range of features for automating every aspect of your business - from simple management of customer interactions and monitoring of the deal progress to advanced reporting and business process automation. It creates a unique and collaborative working environment for your employees with access all the necessary data at any time and from any place.

Plaid

Website
plaid.com
Pricing URL
Official Plaid Pricing
$ Details
-
Platforms
-
Release Date
-
Edit details

EspoCRM

Website
espocrm.com
Pricing URL
-
$ Details
free
Platforms
REST API PHP JavaScript NGINX
Release Date
2014 February
Edit details

Plaid features and specs

No features have been listed yet.

EspoCRM features and specs

  • Sales management: Quotes, Sales Orders, Invoices
  • Marketing Automation: Campaigns, Email Templates, Target Lists
  • Customer Support: Customer Portals
  • Inventory Managment: Products & Product Catalogs
  • Telephony: Voip Integration, Voice Messages, Inbound & Outbound Calls
  • Team Collaboration: Real-time Notifications, Stream, Shared Calendars
  • Reports & analytics: Grid & List Reports, Revenue Forecasts
  • Data Synchronization: Google Contacts & Calendar, Outlook Contacts & Calendar

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

EspoCRM videos

+ Add

Using EspoCRM

More videos:

  • Review - EspoCRM - General Overview | CRM
  • Review - Workflow in EspoCRM | Powerful Automation in your Business

Category Popularity

0-100% (relative to Plaid and EspoCRM)

Plaid

EspoCRM

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

User comments

Share your experience with using Plaid and EspoCRM. 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 Plaid and EspoCRM

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

EspoCRM Reviews

We have no reviews of EspoCRM yet.
Be the first one to post

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.

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

EspoCRM mentions (0)

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

What are some alternatives?

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

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

Mautic - Mautic is marketing automation software (email, social, & more).

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

CiviCRM - A Constituent relationship management for the Civic Sector

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

Less Annoying CRM - A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

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