| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
The most popular small business accounting software with invoicing, expense tracking, payroll, and tax preparation features. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($30-$200/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Invoicing
- Expense tracking
- Bank reconciliation
- Tax preparation
- Payroll
- Inventory tracking
- Reporting
- Mileage tracking
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Industry standard for SMBs
- Excellent integrations
- Strong reporting
- Tax features
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive
- Pricing increases after first year
- Customer support issues
- Can be complex
|
