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Average Ratings 8 Ratings

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ease
features
design
support

Description

Maximize the effectiveness of your business platforms such as CRM, ATS, PM, PRM, and LMS by transforming your relationship management intelligence with Aurinko's advanced communications API and efficient activity capture and synchronization solutions. By utilizing Aurinko's extensive range of tools, including a dynamic communications API and intuitive sync functionality, you can gain valuable insights into relationship management, ensuring you remain ahead in your strategic planning. Their offerings also feature easy-to-integrate Gmail and Outlook add-ons, which enhance your essential communication capabilities while providing customizable, pre-built solutions. Automatically capture email and calendar interactions to enrich CRM records, facilitating the identification of potential closed/won opportunities, uncovering missing CRM contacts, and recommending new connections. Synchronize calendar events, contacts, and tasks bidirectionally to gain a clearer understanding of crucial relationships and their engagement levels, ultimately leading to more informed decision-making. By integrating these solutions, your business can foster stronger connections and streamline operations effectively.

Description

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Agile CRM
CenterEdge Advantage
Chargebee
Fintech Sandbox
Google Analytics
Gusto
HubSpot CRM
Insightly
Maxio
Odoo
PayWhirl
Sage Accounting
Salesforce
Shopify
Stripe
VK
X (Twitter)
Zoho Books
Zuora

Integrations

Agile CRM
CenterEdge Advantage
Chargebee
Fintech Sandbox
Google Analytics
Gusto
HubSpot CRM
Insightly
Maxio
Odoo
PayWhirl
Sage Accounting
Salesforce
Shopify
Stripe
VK
X (Twitter)
Zoho Books
Zuora

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Aurinko

Founded

2020

Country

United States

Website

www.aurinko.io

Vendor Details

Company Name

Boss Insights

Founded

2017

Country

Canada

Website

bossinsights.com

Product Features

Product Features

API Management

API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Alternatives

Alternatives

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