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Cloze VS Boss Insights

Compare Cloze VS Boss Insights and see what are their differences

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Contents:
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  2. » Videos
  3. » Reviews
  4. » Alternatives

Cloze logo Cloze

Smarter Relationship Management

Boss Insights logo Boss Insights

Providing Business Lenders Their Clients' Financial Data...In Minutes
  • Cloze Landing page
    Landing page //
    2021-07-29
  • Boss Insights Landing page
    Landing page //
    2022-04-06

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.

Cloze videos

+ Add

Cloze - Deals and Projects

More videos:

  • Demo - Cloze Pro Webinar - Introduction and Demo
  • Review - Cloze - Relationship Management, Inbox, and Contacts in One App

Boss Insights videos

+ Add

FinovateFall 2019 / Boss Insights

More videos:

  • Review - World Boss Insights
  • Demo - About Boss Insights

Category Popularity

0-100% (relative to Cloze and Boss Insights)

Cloze

Boss Insights

CRM
100 100%
CRM
0% 0
AI
0 0%
AI
100% 100
Contact Management
100 100%
Contact Management
0% 0
Accounting
0 0%
Accounting
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Cloze and Boss Insights

Cloze Reviews

7 Best Personal CRM Systems in 2020
Cons: Cloze’s free version is skinny and only has a few limited features: the ability to organize your social media feeds by those most important to you, being able to view your contacts from email, social media, and phone in one place, and the ability to search your contacts. If you want any of Cloze’s more useful features, you’ll have to pay for one of the plans that range...
Source: zoowho.com
13 Personal CRM systems for your everyday life
https://www.cloze.com/ Cloze is the Relationship Management that aggregates your contacts, emails, calendars, social data and more to help you follow up and improve your network. They also integrate with Evernote and Salesforce to bring you a pretty powerful personal CRM.
Source: ryzeapp.co

Boss Insights Reviews

We have no reviews of Boss Insights yet.
Be the first one to post

Social recommendations and mentions

Based on our record, Cloze seems to be more popular. It has been mentiond 1 time 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.

Cloze mentions (1)

  • Office 365 Outlook or Microsoft Exchange for CalyxOS users
    I tested it and it works both ways fine for me for now... I realize this is not optimal but it was the best I could come up with quickly and figured I should share it in case it helps others and in case others find better options (ideally all Android and not requiring a PC to be online all the time)... I initially worked with contacts on a free www.zoho.com account (got android CardDAV via DAVX5 working but... Source: over 2 years ago

Boss Insights mentions (0)

We have not tracked any mentions of Boss Insights yet. Tracking of Boss Insights recommendations started around Mar 2021.

What are some alternatives?

When comparing Cloze and Boss Insights, you can also consider the following products

Monica - Monica is an open-source personal CRM to keep track of your friends and family.

Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.

Dex - One place for your relationships — impress with thoughtfulness

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.

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