| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM solution for small businesses that offers contact management, sales automation, and customer service tools with flexible deployment. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($35-$60/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Sales automation
- Customer service
- Reporting
- Email marketing
- Document management
- Mobile access
- Customizable views
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Perpetual license available
- On-premise deployment
- Good contact management
- Established brand
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Very dated interface
- Limited modern features
- Shrinking user base
- Minimal cloud capabilities
|
