| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A corporate card and spend management platform designed to help businesses save money with automated expense management and bill pay. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$15/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Corporate cards
- Expense management
- Bill pay
- Procurement
- Travel
- Accounting automation
- Spend insights
- Price intelligence
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Saves companies money
- Free plan available
- Great automation
- Price intelligence unique
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Requires qualification
- Limited international
- Newer platform
- Credit limits vary
|
