Zoho CRM VS Plaid
Compare Zoho CRM VS Plaid and see what are their differences
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Zoho CRM
Pipedrive
Freshsales CRM
Copper
SugarCRM
Insightly
Alore CRM
Agile CRM
Plaid
Verafin
QuoteMedia
Digital Insight
Ensenta
FIS Global
Banno
Dianomi
Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.
Zoho CRM PlaidNo features have been listed yet.
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.
Based on our record, Plaid seems to be a lot more popular than Zoho CRM. While we know about 78 links to Plaid, we've tracked only 1 mention of Zoho 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.
Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago
Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 8 months ago
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
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
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
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
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.
Freshsales CRM - A full-fledged CRM for high-velocity sales 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.