| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A free open-source support ticket system with email integration, custom forms, and ticket routing for help desk operations. |
| Pricing |
Subscription (Custom pricing) |
Free (Free (self-hosted)) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Email ticketing
- Custom forms
- Auto-responders
- SLA plans
- Agent dashboard
- Help topics
- Ticket routing
- Reports
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Completely free
- Open source
- Self-hosted
- Good basic ticketing
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Dated interface
- Self-hosted only
- Limited features
- No live chat
|
