Compare BankSight vs Streak vs Less Annoying CRM

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BankSight

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Streak

 109 ratings CRM

Less Annoying CRM

 340 ratings CRM
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About BankSight

BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell & referral ratios that increase revenues, and more loyal, committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers.

BankSight Intelligent Banking CRM is powered by banking-specific machine learning technologies and is purpose-built for community and regional banks, and credit unions. BankSight runs on Microsoft Azure and Dynamics 365. BankSight solution sets include:

  1. Perfect Small Business Outreach - Improve how well you market to small businesses in your community by giving your bankers timely insights, events, and alerts about new opportunities.

  2. Reduce Valuable Customer Churn - Automatically flag transactions—from auto-payment cancellations to money in motion—so your bankers can proactively reach out to at-risk customers.

  3. Protect and Expand Lending Relationships - Make it easier for your bankers to monitor loans, renewals and pre-screens, and to capture new lending applications—because your current customers are often your most loyal customers.

4.Attract Investment Advisory Services - Attract more wealth management advisory services by identifying customers most likely to benefit from your offerings.

Community and regional banks and credit unions are increasingly facing cutthroat competition and market challenges from a combination of forces including upstart fintechs, the largest national banks and regulatory compliance requirements. BankSight helps community and regional financial institutions protect their most valuable customer relationships while improving their customers' financial futures.

About Streak

Innovative CRM in your email inbox.

Simple Collaboration. Collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done. Streak's goal is to make it simple to manage your everyday processes so you can close more deals, resolve more support tickets, and get things done.

Manage your deals, support queue (and more) inside Gmail. Replace multiple external systems with Streak. Access your information in Streak from any computer - and keep working while on the go using our mobile App.

About Less Annoying CRM

If you’re a small business looking for a way to increase sales and get organized, but the CRMs you’ve tried are too complicated, Less Annoying CRM is for you. We provide everything you need to track your contacts, leads, and follow-ups without any of the extra clutter.

Less Annoying CRM is free to try for 30 days, and that includes your own dedicated CRM Coach who will help you get set up and answer any questions you have (including help importing your existing data).

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • Intelligent Banking CRM including a Commercial Lending Deal Builder Application

  • BankSight runs on Microsoft Azure and Dynamics 365

Summary

  • Flexible structure allows you to change your workflow on the go - no coding. Change your process as your business evolves.

  • Access your information on Streak from any computer. Keep working while on the go using Streak's mobile App.

  • CRM flavors from sales, product development and deal flow to hiring, support and fundraising.

Summary

    No key features associated with this application.

Pricing

  • Starting from: $10.00/month
  • Credit card required: No
  • $10/user/month after a FREE 30 day trial (no credit card required)

    Unlimited Contacts - No Commitment

    When we say that we're less annoying, that applies to everything we do, including the pricing. Unlike other business software, we don't have complex pricing tiers, usage limits, long-term contracts, upfront payments, or upsells. It's just $10.00/user/month.

    You can add users, remove users, or cancel at any time. Best of all, you can use it free for 30 days to make sure you like it. The free trial is completely unlimited, so you can test absolutely everything out thoroughly before deciding if you want to subscribe. We don't even ask for your credit card when you sign up, so if you don't like it, there's nothing to cancel.

Only one pricing plan

$10.00
1 user(s) / month
Included in plan:
  • Everything

FAQs

    Does this service offer an API?
  • BankSight offers over 1000+ APIs that can be leveraged for clients.

  • Who are the main user groups of this service?
  • BankSight is purpose-built for customer representatives and bankers at community and regional banks, and credit unions.

  • Does this service offer multi-user capability (e.g. teams)?
  • BankSight has a deep banking-authorization model that enables access and controls from the business-level, to teams, to individuals.

  • What platforms does this service support?
  • BankSight runs on Microsoft Azure and Dynamics 365.

  • What are some applications this service is commonly used in tandem with?
  • BankSight integrates with PowerBI, Office365, Linkedin, and other Microsoft products. BankSight has pre-built integration to common Core Banking applications and 3rd party financial data including TransUnion and CoreLogic.

  • Does this service offer guides, tutorials and or customer support?
  • BankSight offers guides, tutorials, and 24/7 customer support.

  • What is this service generally used for?
  • BankSight including Dynamics 365 can be used to market, sell, and service to customers.

FAQs

    No FAQs associated with this application.

FAQs

    Does this service integrate with any other apps?
  • Yes!

    LACRM offers integrations with Google Contacts, Google Calendar, Outlook Calendar, and MailChimp.

  • Who are the main user groups of this service?
  • Our company's singular focus is working with small businesses/organizations with 1-20 employees in need of a simple, low cost CRM tool.

  • What platforms does this service support?
  • Less Annoying CRM is entirely web-based, which means that you can access it from any computer, tablet, or modern smartphone, anywhere in the world. Also, we handle all of the security, data backups, and software updates so that you don't have to worry about the boring technical stuff anymore.

  • What is this service generally used for?
  • Less Annoying CRM can be used to manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app.

  • What are some applications this service is commonly used in tandem with?
  • Less Annoying CRM is typically used in tandem with your email client.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes!

    Add as many users from your company as you want for just $10.00/user/month. Each user has their own login and password, and you decide who has access to what. Whether you want your reps to only have access to their own data, or you want everyone to share, we make it easy.

  • Does this service offer an API?
  • Yes!

    The Less Annoying CRM API is a simple web service that allows programmers to connect third-party applications with Less Annoying CRM. It is particularly well suited for entering leads from web forms.

  • Does this service offer guides, tutorials and or customer support?
  • Yes!

    Less Annoying CRM is designed to be as simple as possible. We have help articles and FAQs listed on our website, but sometimes it helps to talk to a real person. That’s what we're here for. Each user is assigned their very own CRM Coach from the beginning of their free trial. They'll help you get started and always be there if you have questions. Even if you haven't started your free trial yet, you can reach us via phone or email and we'll be happy to help you out.

Vendor Information

Founded:
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Based in:
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Employees:
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Vendor Information

Founded:
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Based in:
San Francisco
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses BankSight
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Streak
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Less Annoying CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English
Regional Restrictions:
No restrictions.
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