Plaid Reviews

Pipedrive Reviews

1. michelleturner

   · Managing Director at Nuvoro Digital · 12 months ago
   Pipedrive is sales focused and easy to use

   We adopted Pipedrive for our sales team because we were looking for a CRM that was sales focused and didn't come with all the other unnecessary features and complexity of other solutions. We have been very happy with Pipedrive and our sales team consistently have good things to say about it. More importantly though our sales team do actually add and update the data which had been a problem with our previous CRM which was too complex and cumbersome to get regular useage. The reporting functionality is good too and I can get a clear view on deals and where they are up to.

   Competitors: HubSpot CRM, Salesforce Sales Cloud, Zoho CRM

   Pros:    Easy to use|Sales first approach|Good reporting options

   Cons:    Mainly self-service support
2. Pieter Jan

   · Co-founder at Vizito · about 4 years ago
   The best CRM for our SaaS business

   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!

   Competitors: HubSpot CRM, Teamleader

   Pros:    Easy to use|Quick and easy|Stable|Easy integration|Api integration|Rest api|Cost-efficient
3. jeet998

   · Chief Manager at Entab Infotech Pvt Ltd · almost 7 years ago
   Best CRM Software: PipeDrive

   All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.

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 / about 3 years 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: about 3 years 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: about 3 years 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: about 3 years 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: over 3 years ago

Pipedrive mentions (2)

• Why doesn't Microsoft have a better CRM product...?

  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: almost 4 years ago

• Building Reach in Public

  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 4 years ago