| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A comprehensive suite of cloud business apps including CRM, project management, invoicing, and supply chain tools. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$20/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- CRM
- Project management
- Invoicing
- Supply chain
- HR management
- Custom apps
- Email marketing
- Procurement
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Very affordable
- Comprehensive suite
- Customizable
- Good mobile app
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Interface can be confusing
- Support response times
- Less polished than competitors
- Learning curve for full suite
|
