| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A unified expense management platform combining Certify, Abacus, Nexonia, and Chrome River for businesses of all sizes. |
| Pricing |
Subscription (Custom pricing) |
Subscription (Starting at $12/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Expense reports
- Receipt capture
- Corporate cards
- Travel management
- AP automation
- Approval workflows
- Analytics
- ERP integration
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Multiple product options
- Scalable
- Good receipt capture
- Strong AP automation
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Complex product portfolio
- Integration between products
- Pricing varies
- Brand confusion
|
