| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A customizable CRM that offers deep two-way sync with QuickBooks and Xero for seamless accounting integration. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($25-$74/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- QuickBooks sync
- Xero sync
- Custom workflows
- Lead management
- Online portals
- Email campaigns
- Estimates and invoicing
- App customization
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Deep accounting integration
- Very customizable
- Good for service businesses
- Online customer portals
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Requires QuickBooks or Xero
- Can be complex to customize
- Limited out-of-box features
- Niche audience
|
