| Overview |
A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years. |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
| Pricing |
Subscription ($30-$50/user/month) |
Subscription (Custom pricing) |
| Key Features |
- Contact management
- Opportunity tracking
- Marketing automation
- Custom dashboards
- Mobile access
- Integration
- emarketing
- Calendar management
|
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
| Pros |
- Long track record
- On-premise option
- Good for small businesses
- Established user base
|
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
| Cons |
- Interface feels dated
- Limited modern integrations
- Marketing features are basic
- Mobile app is limited
|
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
