Boss Insights
Codat
Operator.io
Apideck Unify
DocketTrak
IP.com
Deposco Bright Suite
AutoCAD MEP
Dex
Monica
UpHabit
Cloze
Followup.cc
Keep My Friends
Nat App
Ryze App
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.
Dex is a personal CRM that reminds you to keep in touch with people you would otherwise forget.
Bring together LinkedIn, email, calendar, and contacts to build stronger relationships.
Boss Insights DexNo features have been listed yet.
Based on our record, Dex seems to be more popular. It has been mentiond 4 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.
I personally feel that most “Personal CRM” is kinda tarpit idea because the moment you are “managing” and nurturing it, it becomes professional/commercial. And that professional/commercial space is kinda saturated with too many good options. For instance, the free CRM tier of Hubspot[1] will do a good job. Nonetheless, it is a good habit to maintain a personal network but then it will be lot less for any tool of... - Source: Hacker News / 4 months ago
Hi Dekhan, Have you tried out Dex? getdex.com It offers this functionality and might also be helpful for inspiration if you are building your personal CRM. Source: over 1 year ago
I'm in the space in that I co-founded a company called Connect The Dots (ctd.ai) that certainly has the potential to solve this problem, but we're not focused on the PRM space right now (see point above re: unwillingness to pay). Perhaps down the road. The two commercial tools that come to mind are: - Dex (https://getdex.com/) Although neither have really nailed it (yet). Clay is more like a... - Source: Hacker News / over 1 year ago
+1 to this. I use Dex https://getdex.com/ and I see a few other apps in the feed too. There is clearly some market demand. Life gets busy and it helps to have something more than just a stock contacts app. - Source: Hacker News / over 2 years ago
Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.
Monica - Monica is an open-source personal CRM to keep track of your friends and family.
Operator.io - The easiest way for developers to integrate financial apps like Quickbooks Online, Shopify, and Amazon Seller Central into their products.
UpHabit - The trusted Personal CRM for busy people
Apideck Unify - Apideck Unify provides Unified APIs across more than 50 different software categories to allow customers to accelerate their integration strategy.
Cloze - Smarter Relationship Management