| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A full-featured help desk software with ticketing, live chat, call center, and social media support at affordable pricing. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$49/agent/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Ticketing
- Live chat
- Call center
- Social media
- Knowledge base
- Gamification
- Video chat
- Customer portal
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Affordable
- Feature-rich
- Gamification unique
- Built-in call center
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Interface dated
- Learning curve
- Mobile app limited
- Fewer modern integrations
|
