| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A global payment platform for businesses offering online payments, invoicing, and working capital with buyer protection. |
| Pricing |
Subscription (Custom pricing) |
Pay_per_use (2.99% + 49c per transaction) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Online payments
- Invoicing
- Pay Later options
- Checkout buttons
- Recurring payments
- Multi-currency
- Buyer protection
- Business debit card
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Global brand trust
- Easy integration
- Pay Later increases conversion
- Multi-currency
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- High transaction fees
- Account holds
- Dispute process favors buyers
- Complex fee structure
|
