| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An e-commerce platform for selling digital downloads, online courses, and memberships with no monthly fees on the free plan. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$99/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Digital downloads
- Course hosting
- Membership sites
- Affiliate system
- EU VAT handling
- Coupon codes
- Email marketing
- Embeddable checkout
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Free plan available
- Handles EU VAT
- Simple to use
- No product limits
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Transaction fees on free plan
- Limited design options
- Smaller user base
- Basic analytics
|
