Compare Zimple vs CardPointe vs DealCloud

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Crozscore:

65%
what is this?
33%
interest falling

Crozscore:

82%
what is this?
43%

Crozscore:

79%
what is this?
30%
interest falling
Zimple screenshot CardPointe screenshot view 3 more DealCloud screenshot view 3 more

Software Description:

ZimpleMoney is a Cloud solution for private and regulated lenders. It automates the loan accounting and payment processing associated with financial contracts including loans, recurring payments, leases, and indirect loan purchases by financial institutions.

Consumers use it to track and process family and friend loans. Businesses use it to manage extended payments and track loans to their customers. Credit Unions and banks provide it a service to their members and customers.

For the Enterprise it is configurable for multiple branch locations with rules and authorities.

For the 3rd Party administrator you can manage on behalf of all contract parties.

This very flexible tool is based on a single use basis or subscriptions with volume pricing discounts.

Software Description:

CardPointe is CardConnect's powerful payments portal that gives businesses the power to easily integrate, process and manage credit card payments. The CardPointe platform comes with a full suite of products including a Virtual Terminal, plug-and-play retail terminal, Hosted Payment Page, mobile app and device.

Users can easily manage all of their business's credit card transactions and perform actions like set up bill plans and manage PCI compliance by taking the PCI Self Assessment Questionnaire. Every transaction processed with CardPointe is protected by CardConnect's patented tokenization and PCI-validated point-to-point encryption (P2PE).

Software Description:

DealCloud is a pioneer in M&A software. The Company was formed in 2010 by a team of former deal professionals with deep knowledge of the private capital markets. DealCloud has quickly emerged as a global leader in providing deal management, workflow, and technology solutions to all participants in the private capital markets, including private equity and growth capital firms, sell-side banks, publicly traded companies, and debt capital investors. DealCloud is well known for their client service and the team takes great pride in the delivery of the platform and the strength of their relationships with clients. DealCloud understands the pace of deal execution and is committed to working at the same cadence as their clients to deliver fast and accurate outcomes. The team is fully committed to the success of their clients.

Features:

  • File Sharing
  • Scheduling
  • Calendar Management
  • Dashboard
  • Customer Management
  • API
  • Data Import
  • Data Export
  • Multi-User
  • Notifications
  • 2-Factor Authentication

Features:

Features:

  • Third-Party Plugins/Add-Ons
  • General Account Ledger
  • Budgeting
  • Gantt Charts
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Email Integration
  • Forecasting
  • Data Visualization
  • Contact Sharing
  • Contact Management
  • Batch Permissions & Access
  • File Sharing
  • External Integrations
  • Customer Management
  • Multi-Currency
  • Notifications
  • Multi-User
  • 2-Factor Authentication
  • API
  • Data Export
  • Data Import

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Essential

Free
Included in plan:
  • Free Access for One Year one Basic Contract

Friends and Family

$27.00
1 user(s) / year
Included in plan:
  • Discounted Premium Contract Set-up Fees

Rich Uncle

$49.00
1 user(s) / year
Included in plan:
  • Additional Discounted Premium Contract Set-up

ZimplePLUS

$20.00
1 user(s) / month
Included in plan:
  • Greater Discounts for Premium Contract Support

ZimplePRO

$35.00
1 user(s) / month
Included in plan:
  • All the Above
  • Requires ACH Merchant Approval

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • There are guides and free & paid customer support.

  • Who are the main user groups of this service?
  • Lenders and borrowers managing loan contracts they make or are a party to.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. At all service levels of the offering provides for multiple users accessing the accounts. Consumer, SMB, 3rd Party Administrators and Enterprise User.

  • What are some applications this service is commonly used in tandem with?
  • Often users manage their GL with other applications and supplement it with ZimpleMoney.

  • What platforms does this service support?
  • The application is mobile enabled and usable from any smart phone.

  • Does this service offer an API?
  • Yes, contact us.

  • What is this service generally used for?
  • Loan accounting and payment automation.

FAQs:

    What is this service generally used for?
  • CardPointe is a powerful platform that allows businesses to simply and securely accept and manage credit card payments.

  • Who are the main user groups of this service?
  • CardConnect processes payments for businesses of all sizes. CardPointe is most often used by small to medium-sized organizations of all industry types.

FAQs:

    Does this service offer an API?
  • Yes, the DealCloud platform has an API.

  • What are some applications this service is commonly used in tandem with?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service integrate with any other apps?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, the DealCloud platform has a user online university which include tutorials and FAQs. In addition there is a certified platform trainer available for on-site training. As well as costumer support and an account management team to address any additional inquiries.

  • Who are the main user groups of this service?
  • Deal professional, such as investors and advisors leverage DealCloud's deal management platform, data, and exceptional capital market expertise to power their deal teams to consistently higher levels of performance.

  • What is this service generally used for?
  • To help deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies on a single platform.

  • What platforms does this service support?
  • DealCloud is supported by Apple/app store and Microsoft.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the DealCloud platform offers multi-user capabilities.

Publisher:

Founded:
-
Based in:
Bainbridge Island
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
King of Prussia
Employees:
201-500
Likes:
937
Followers:
2.37k

Publisher:

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

Other:

Who uses Zimple
  • Personal
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
Payments services only work in USA. Loan Accounting anywhere.

Other:

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

Other:

Who uses DealCloud
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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