| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An easy-to-use cloud accounting software designed for freelancers and small business owners with time tracking and invoicing. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($19-$60/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Invoicing
- Time tracking
- Expense tracking
- Project management
- Double-entry accounting
- Estimates
- Bank reconciliation
- Client portal
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Best-in-class invoicing
- Very easy to use
- Great time tracking
- Client portal
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited for growing businesses
- Fewer integrations
- Not full double-entry on lower plans
- Reporting could be better
|
