| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A free expense management and corporate card platform now part of BILL with real-time budgeting and automated reporting. |
| Pricing |
Subscription (Custom pricing) |
Free (Free (revenue from interchange)) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Corporate cards
- Real-time budgets
- Expense management
- Automated reporting
- Receipt capture
- Approval workflows
- Virtual cards
- Accounting sync
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Completely free
- Real-time budgeting
- Good approval workflows
- Virtual cards
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- BILL acquisition changes
- Limited card rewards
- Requires credit approval
- US only
|
