Compare BankSight vs Freshsales vs Teamleader

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Crozscore:

56%
what is this?
24%
interest falling

Crozscore:

88%
what is this?
100%
49%
interest rising

Crozscore:

87%
what is this?
89%
36%
interest rising
BankSight screenshot Freshsales screenshot view 4 more Teamleader screenshot

Software Description:

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.

Software Description:

Freshsales is a single solution CRM designed for high-growth, high-velocity sales teams. The software includes integrated phone and email, user behaviour tracking, and lead scoring on one platform. Users can track events and manage a visual sales pipeline, as well as view custom reports and analytics.

Email tracking features enable users to know when and how many times an email was opened, or a link was clicked on. Users can effectively engage with prospects by targeting the next set of email actions, and create personalised sales campaigns from email templates. Insightful email metrics tell users which emails are performing well and which aren’t. The Awaiting Response feature automatically lists contacts that need to be replied to.

Freshsales enables direct calling with a simple click on a contact’s phone number. The solution records the entire conversation history including email conversations in one place. Users can add notes, schedule tasks, as well as make appointments. Freshsales also offers personalised welcome and voicemail messages for greeting customers.

In-depth customer insights on prospects allow users to plan relevant conversations, and keep track of touch points using the activity timeline. Freshsales collects data and segments activities based on a contact’s behaviour. Users can get perspective on leads with advanced lead scoring, and prioritises important follow-ups.

The visual sales pipeline provides complete visibility of deals across various stages. Users can sort and filter by close dates, helping to make more guided decisions for climbing up the sales ladder. Freshsales’ drag and drop navigation tool enables users to move deals across the sales pipeline into any stage. Users can call or email prospects directly from the deals dashboard for a non-interruptive workflow.

Visual sales reports and revenue analytics monitor sales progress and identify successful campaigns by source, sales rep, territory, and more. Freshsales mobile apps for iOS and Android let users access deals while on-the-move and stay up-to-date on prospects at all times.

Freshsales is part of the Freshworks product family, whose products include Freshdesk Customer Support Software, Freshservice IT Service Management Software etc. – with more than 100000+ customers worldwide, including Cisco, Honda, 3M, The Atlantic, and QuizUp.

Software Description:

Teamleader enables small and medium sized businesses to organise their business, build better relationships and collaborate with their team in a single tool.

A simple interface and a variety of integrations allow your business to stay efficient, optimize workflow and work smarter.

Features:

  • Dashboard
  • Customer Management
  • Multi-User
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Data Visualization
  • 2-Factor Authentication
  • Batch Permissions & Access
  • External Integrations
  • Contact Management

Features:

  • Google Apps Integration
  • Third-Party Plugins/Add-Ons
  • Multi-User
  • Calendar Management
  • Forecasting
  • Data Import
  • File Transfer
  • Data Export
  • Email Integration
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Scheduling
  • Dashboard
  • Contact Management

Features:

  • Vacation Calendar
  • Attendance Tracking
  • Employee Database
  • CRM Integration
  • Chat
  • PayPal
  • BitCoin
  • Stripe
  • Multi-Currency
  • Click-to-Dial
  • Conversion Tracking
  • Time Management
  • Payment Processor
  • Billing/Invoicing
  • Budgeting
  • File Sharing
  • Batch Permissions & Access
  • External Integrations
  • Contact Management
  • Contact Sharing
  • Data Visualization
  • Forecasting
  • Data Import
  • File Transfer
  • Data Export
  • Notifications
  • Email Integration
  • API
  • Project Management
  • Google Apps Integration
  • Third-Party Plugins/Add-Ons
  • Gantt Charts
  • Multi-User
  • Call Tracking
  • Dashboard
  • Scheduling
  • Calendar Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring

Summary:

  • Intelligent Banking CRM including a Commercial Lending Deal Builder Application

  • BankSight runs on Microsoft Azure and Dynamics 365

Summary:

  • Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click

  • The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.

  • Users can auto-capture leads directly into Freshsales whenever a visitor completes a webform

  • Freshsales' 'enrichment' feature automatically adds social information and photos to profiles

  • The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyse lost deals

Summary:

  • Teamleader unifies CRM, project planning and invoicing in a simple and intelligent tool

  • Build better relationships

  • Organize your business

  • Collaborate with your team

  • Keep your workflow simple

  • Focus on your business, not you administration

  • Be professional

  • Create invoices in 3 clicks

  • Keep track of your contacts

BLOSSOM

$12.00
1 user(s) / month
Included in plan:
  • Everything in Sprout and...
  • Deal Funnel View
  • Real-time Email Tracking
  • Templates & Notifications
  • Google Calendar Integration

SPROUT

Free
Included in plan:
  • Leads, Contacts, Accounts & Deals
  • Customisable Sales Process
  • Phone & Email
  • Basic Lead Scoring
  • Freshdesk & Freshchat Integration

GARDEN

$25.00
1 user(s) / month
Included in plan:
  • Everything in Blossom and...
  • Custom Reports
  • Auto Profile Enrichment
  • Lead Assignment Rules
  • Territories

ESTATE

$49.00
1 user(s) / month
Included in plan:
  • Everything in Garden and...
  • In-App Event Tracking
  • Website Events Tracking
  • Segment Integration
  • Advanced Lead Scoring

CRM

$25.00
2 user(s) / month
Included in plan:
  • 14 day free demo
  • Support
  • Integration with Office 365
  • VoIP integration
  • 35GB file storage
  • Daily back-ups
  • Integration with Google Apps
  • API & Webhooks
  • Free updates
  • Integration with iCloud

CRM+invoicing

$50.00
2 user(s) / month
Included in plan:
  • 14 day free demo
  • support
  • integration with office 365
  • VoIP integration
  • 35GB file storage
  • daily back-ups
  • integration with Google apps
  • API & Webhooks
  • Free updates
  • integration with iCloud
  • CRM & Offers
  • Time tracking
  • Lead Management
  • Calendar Management

CRM+invoicing+project management

$100.00
2 user(s) / month
Included in plan:
  • 14 days free demo
  • 35GB file storage
  • integration with iCloud
  • integration with office 365
  • free updates
  • API & Webhooks
  • support
  • VoIP integration
  • daily back-ups
  • integration with Google Apps
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Calendar Management

CRM+invoicing+project management+ticketing

$150.00
2 user(s) / month
Included in plan:
  • 14 days free demo
  • 35GB file storage
  • integration with iCloud
  • integration with office 365
  • free updates
  • API & Webhooks
  • support
  • VoIP integration
  • daily back-ups
  • integration with Google apps
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Calendar Management

Per Extra user

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

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:

    What is this service generally used for?
  • CRM
    Customer Relationship Management
    Contact Management
    Pipeline Management
    Sales Enablement
    Lead Management
    Contact Management
    Deal Management
    Email Management & Tracking
    Territory Management
    User Behaviour Tracking

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

  • What platforms does this service support?
  • Android
    iPhone-iPad
    Mac
    Windows
    Web-based
    Mobile Web App

  • Who are the main user groups of this service?
  • SMEs
    Mid Market
    Enterprise

  • What are some applications this service is commonly used in tandem with?
  • Freshdesk

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

  • Does this service offer an API?
  • Yes

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

FAQs:

    Does this service offer an API?
  • Yes, you can create your own integrations & submit them to the Marketplace.

    Everything you need to know to start creating your own Teamleader integrations you can find:
    - Knowledge Base
    - API Documentation
    - Contact us

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the basic premium starts with 2 users, but you can pay €10 a month/extra user.

  • What platforms does this service support?
    • Cloud, SaaS, Web
    • Mobile iOS native
    • Mobile Android native
  • Does this service offer guides, tutorials and or customer support?
  • We have a Support page where you can find the following:
    - Product Knowledge base: Use the tips and tricks in our product manual to fully benefit from Teamleader

    • Video Tutorials: Missed a live Webinar? Watch our video tutorials

    • Billing & Invoices: Questions or remarks about your received invoice?

    • Start-ups: Would you like to use Teamleader as a start-up? Discover our special start-up program.

    • Upgrades: Want to add extra users or product modules to your account? Request an upgrade!

    • Partners: Ready to spread the Teamleader love? Learn more about our partner program.

    • Status Page: Stay up-to-date on all announcements on Teamleader's status and performance

    • HR& Jobs: Have a look at our vacancies and find out what it's like to work at Teamleader

    • Marketplace: Explore, manage and build your favourite integrations in the Teamleader Marketplace

    • Developers: Learn more about our API and other technical aspects of our tool

    • Haven't found an answer? email us via support@teamleader.eu. We're here to help!

  • Does this service integrate with any other apps?
  • Yes, we integrate with more then 150 other apps.

    • Bookkeeping: Exact, Datev, Octopus, Twinfield, Yuki, CODA, Unpaid, E-Invoice (UBL), WInbooks, Bilendo, Billit, SageOne

    • Calendar: Office 365 Calendar, Google Calendar, Apple iCloud Calendar, Exchange Calendar, Kerio Connect, Google Resources, Lobbipad

    • Chat: Slaask, Hivemind, Slack

    • Contact sync: LinkedIn, Google Contacts, noCRM.io, RingCentral, Teamwork Projects, BombBomb, Robly, Teamleader, Office 365 Contacts, Zendesk, FinFolio, Constant Contact, Fastbill, Benchmark, EzTexting, Hubspot, Clio, Recurly, ActiveDEMAND, Bexio, Prospect.io, TractionNext, myphoner, Intercom, Salesforce Pardot, Odoo, Salesforce Desk, Teamwork Desk, MailUp, Easybill, Emma, Woodpecker, SageLive, Magento, ConnectWise Manage, Trello, iCloud, Chargebee, Infusionsoft, Dotloop, GetResponse, SharpSpring, Podio, Sellf, Help Scout, ONTRAPORT, Aircall, Direct Mail for Mac, ActiveCampaign, PersistIQ, Xero, Flexmail, Dotmailer, Drip, Quickbooks, MailerLite, Kustomer, Marketo, Groove, Shopify, Freshbooks

    • Dashboard: Wizer, Invantive Control, Cumul.io, Invantive Query Tool

    • Email marketing: MailChimp, Campaign Monitor, Laposta, Incantive Composition, MailUp, Mailjet, MailPlus

    • Email tracking: Office 365 Outlook, Gmail, Outlook 2013, IMAP

    • Export: Datev Export, Invantive Composition, Google Sheets, Billit, Invantive Query Tool, Wuunder

    • File Management: Dropbox, Google Drive

    • Financial Data: Trends Top, CODA, Invantive Control, CompanyView, E-invoice (UBL), Bilendo

    • Payment: Mollie, Stripe, Bancontact, Bitcoin, Sofort, Visa, PayPal, Mastercard, iDEAL, Cartes Bancaires, KBC, CartaSi, American Express, Belfius, Unpaid

    • Social: LinkedIn

    • Time Tracking: Google Chrome, Simple Simon

    • VoIP: Twilio, Voipplay, Go Integrator, Voys integratie, Xelion VoIP, 3CX

    • Web2Lead: JotForm, Wufoo, Custom Form, Formstack, Unbounce, Story Chief, Sitemanager

  • What is this service generally used for?
  • Teamleader helps you and your team work smarter so your small business thrives. Bringing CRM, project management and invoicing together with an intuitive software solution, Teamleader enables your team to collaborate, organize and build your business.

  • Who are the main user groups of this service?
  • Teamleader enables small and medium sized businesses to organise their business, build better relationships and collaborate with their team in a single tool.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:
13

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
1.48k
Followers:

Publisher:

Founded:
-
Based in:
Gent
Employees:
51-200
Likes:
Followers:

Other:

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

Other:

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

Other:

Who uses Teamleader
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Norwegian, Dutch, Swedish, Danish, English, French, German, Italian, Spanish, Finnish
Regional Restrictions:
No restrictions.
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