| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A free open-source CRM application with a modern interface for managing sales, marketing, and customer relationships. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free (self-hosted)-$15/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Lead management
- Opportunity tracking
- Email integration
- Calendar
- Workflow automation
- Custom entities
- Reporting
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Free and open source
- Modern interface
- Good customization
- Self-hosting option
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Small community
- Limited support
- Fewer integrations
- Documentation could improve
|
