| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A free B2B payment platform for small businesses to pay vendors by bank transfer or card and manage accounts payable. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free (2.9% for card payments)) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Bill payments
- ACH transfers
- Card payments
- Approval workflows
- Vendor management
- Scheduling
- Accounting sync
- Batch payments
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Free for bank transfers
- Easy to use
- Good for small businesses
- Pay by card earn rewards
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Card payment fees
- Limited AP automation
- US only
- Basic reporting
|
