Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Maximize the effectiveness of your business platforms such as CRM, ATS, PM, PRM, and LMS by transforming your relationship management intelligence with Aurinko's advanced communications API and efficient activity capture and synchronization solutions. By utilizing Aurinko's extensive range of tools, including a dynamic communications API and intuitive sync functionality, you can gain valuable insights into relationship management, ensuring you remain ahead in your strategic planning. Their offerings also feature easy-to-integrate Gmail and Outlook add-ons, which enhance your essential communication capabilities while providing customizable, pre-built solutions. Automatically capture email and calendar interactions to enrich CRM records, facilitating the identification of potential closed/won opportunities, uncovering missing CRM contacts, and recommending new connections. Synchronize calendar events, contacts, and tasks bidirectionally to gain a clearer understanding of crucial relationships and their engagement levels, ultimately leading to more informed decision-making. By integrating these solutions, your business can foster stronger connections and streamline operations effectively.
Description
The Precise API delivers vital information regarding the financial status of business clients, encompassing historical data, current performance metrics, and future projections. Designed to integrate seamlessly with all major accounting platforms, the Precise API features real-time push and pull capabilities, making it an excellent choice for financial institutions, lenders, and fintech companies servicing small to medium-sized enterprises. In addition, the Predict as a Service add-on enhances the functionality of the Precise API by offering a sophisticated, white-label cash flow forecasting and scenario planning platform tailored for your business clients. By implementing a cash flow solution, you can ensure that your clients remain engaged with your brand, fostering a connection to their essential business data and financial requirements. This not only strengthens client relationships but also positions your offerings as indispensable tools for their financial management.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Basiq
No
Clio
No
Clover
No
Exact Online
No
FreeAgent
No
Gmail
Yes
MYOB AccountRight
No
MYOB Acumatica
No
Microsoft Dynamics 365
No
Microsoft Teams
Yes
Integrations
Basiq
Yes
Clio
Yes
Clover
Yes
Exact Online
Yes
FreeAgent
Yes
Gmail
No
MYOB AccountRight
Yes
MYOB Acumatica
Yes
Microsoft Dynamics 365
Yes
Microsoft Teams
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$5 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Aurinko
Founded
2020
Country
United States
Website
www.aurinko.io
Vendor Details
Company Name
Forwardly
Founded
2022
Country
United States
Website
www.forwardai.com/precise