| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A comprehensive payroll and HR services provider for small to medium businesses with dedicated support. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($39/month + $5/employee) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Payroll processing
- Tax services
- Benefits
- HR administration
- Time and attendance
- Retirement plans
- Insurance
- Compliance
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Dedicated payroll specialist
- Good benefits options
- Retirement plans
- Insurance products
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Dated interface
- Pricing not transparent
- Customer service inconsistent
- Add-ons increase cost
|
