| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A merchant of record platform for SaaS companies handling payments, tax compliance, and subscription billing globally. |
| Pricing |
Subscription (Custom pricing) |
Pay_per_use (5% + 50c per transaction) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Merchant of record
- Global tax compliance
- Subscription billing
- Checkout
- Invoicing
- Revenue recovery
- Analytics
- Dunning
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Handles tax globally
- Merchant of record
- Easy setup
- Revenue recovery
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- 5% transaction fee
- Limited customization
- Paddle branding on invoices
- Payout delays
|
