SuiteCRM VS Boss Insights
Compare SuiteCRM VS Boss Insights and see what are their differences
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SuiteCRM
Zoho CRM
Pipedrive
Copper
SugarCRM
Alore CRM
Base CRM
Freshsales CRM
Boss Insights
Codat
Validis
DocketTrak
Unycom IPMS
Operator.io
Apideck Unify
PreEmptive Protection for iOS
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.
SuiteCRM Boss InsightsBased on our record, SuiteCRM seems to be more popular. It has been mentiond 16 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.
Https://suitecrm.com Main site has tutorials, manuals, guides and forum. Also you can find some beginner guides on youtube. Additionally you can try search SugarCrm 6CE guides, there are old, but in some cases can be handy. And ChatGPT know SuiteCrm codebase, so at simple tasks it can help. Source: 12 months ago
Even though you don't want a CRM, I suggest looking at the opensource SuiteCRM and customise it to your needs via its Studio to hide items not required. I have used, including the old opensource SugarCRM. Source: about 1 year ago
Depending on the features of a CRM required, you can try SuiteCRM. You can self-host it. You may also have to customise or switch off modules you do not need. Source: about 1 year ago
If you want to self-host, you can use opensource SuiteCRM and just hide features you do not need via its studio. Source: over 1 year ago
Just from a quick google search, https://suitecrm.com/ seems to be a solid, free CRM tool. I can't personally vouch for it but maybe give it a shot. Source: over 1 year ago
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.
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.
Validis - Validis is a web-based service which detects anomalies in accounting 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.
DocketTrak - DocketTrak is a web-based Intellectual Property docket reminder system for small IP practices or attorneys in corporate IP departments.