| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An all-in-one payroll, benefits, and HR platform for small businesses with automated tax filing and employee self-service. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($40-$80/month + $6-12/person) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Payroll processing
- Tax filing
- Benefits administration
- Time tracking
- Onboarding
- Compliance
- Employee self-service
- Contractor payments
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Easy payroll processing
- Automatic tax filing
- Good benefits options
- Clean interface
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited HR features
- Not for large companies
- Benefits limited by state
- Support can be slow
|
