| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM built specifically for B2B product businesses that integrates stock-aware selling with customer relationship management. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($22-$55/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Stock-aware CRM
- Order management
- B2B eCommerce
- Pipeline management
- Inventory integration
- Reporting
- Customer portal
- Xero/QuickBooks sync
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Purpose-built for product businesses
- Inventory awareness
- Good accounting sync
- B2B focus
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Niche market
- Limited outside product businesses
- Basic marketing tools
- Smaller ecosystem
|
