| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A lightweight open-source Ruby on Rails CRM application designed for small teams who want a simple self-hosted solution. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free (open source)) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Lead tracking
- Opportunity management
- Campaign tracking
- Task management
- User management
- Custom fields
- Tagging
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Free and lightweight
- Simple to use
- Ruby on Rails based
- Clean interface
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- No longer actively maintained
- Very basic features
- Small community
- Limited integrations
|
