| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An expense management platform with receipt scanning, automatic expense reporting, and corporate card reconciliation. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$18/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Receipt scanning
- SmartScan OCR
- Automatic reports
- Corporate card sync
- Mileage tracking
- Approval workflows
- Multi-currency
- Integrations
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Best receipt scanning
- Easy to use
- Good mobile app
- Free plan available
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Pricing has increased
- SmartScan errors
- Policy enforcement limited
- Interface can be cluttered
|
