Use the comparison tool below to compare the top CRM software for Plaid on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
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OneHash CRM
OneHash Inc.
$99 for 10 users per month 3 RatingsOneHash has everything you need. The best CRM for startups and small businesses. Get pipeline view, calling and lead management. Email automation is also available. Modern apps for your next gen business. OneHash is the best smart ERP solution in the world. The world's most intelligent CRM helps you close more deals. You will experience a surge of sales, clients are onboarded quicker, and you can achieve more with less. Automate the sales process by acquiring qualified leads, creating and managing opportunities, and automating it. To grow your business, you can use a CRM module that is customer-focused. Cross-channel interactions. All customer interactions can be consolidated under one head to provide seamless, effortless, and high-quality customer experiences. Combine information from calls and mails into CRM Leads. All this is possible with an intuitive system. Automated lead assignment reduces the time and cost of manual assignment. You can now spend your time on customer needs and opportunity-building. -
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WealthBlock
WealthBlock
Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed. -
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LendingWise
The LoanPost
Our CRM, loan origination and servicing software can automate and scale your lending business. Modern borrower experience through online, mobile-friendly portals, customized workflows, and paperless origination. To speed up submissions and collect required documents, integrate our quick and complete app web forms into your site. Keep your entire team (brokers, borrowers, and third parties) updated on the loan status. Our platform is 100% on AWS and conforms to SOC 2, ISO 27001, and PCI compliance. We protect, secure and back up your data and documents for life. A custom dashboard and pipeline. Email marketing using drip campaigns. Lead tagging & referral source tracking. Assign leads and deals to loan officers or processors. LendingWise LOS software can be customized to fit almost any loan product. It is flexible and pre-built for Fix & Flip or Rental, CRE Bridge/Perm loans, as well as for SBA loans. -
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Centrex Software
Centrex Software
Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
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