| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A free open-source invoicing and payment platform for freelancers and small businesses with time tracking and proposals. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$14/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Invoicing
- Proposals
- Payments
- Time tracking
- Expense tracking
- Recurring invoices
- Client portal
- Reports
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Open source
- Free plan generous
- Self-hosted option
- Modern interface
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited on free plan
- Smaller community
- Fewer integrations
- Support limited on free
|
