| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An open-source CRM module within the Odoo ERP suite offering lead management, pipeline tracking, and seamless integration with other business apps. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free (community)-$31.10/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Lead management
- Pipeline management
- Email integration
- Reporting
- VoIP integration
- Lead scoring
- GeoIP
- Activity scheduling
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Open source
- Part of full ERP suite
- Very customizable
- Large community
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Complex for CRM-only use
- Requires technical knowledge
- Interface not always intuitive
- Implementation can be costly
|
