| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An embeddable e-commerce solution that lets you add an online store to any existing website or social media page. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$99/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Embeddable store
- Multi-platform selling
- POS integration
- Automated tax calculation
- Shipping tools
- Abandoned cart emails
- Multilingual store
- Mobile app
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Easy to add to existing sites
- Free plan available
- Multi-channel selling
- No transaction fees
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited design customization
- Free plan limited to 5 products
- Fewer features than Shopify
- Limited SEO control
|
