| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A returns management platform that offers instant refunds and exchanges to improve customer retention (acquired by Loop Returns). |
| Pricing |
Subscription (Custom pricing) |
Subscription (Custom pricing) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Instant credit
- Return portal
- Exchange recommendations
- Green returns
- Analytics
- Automated workflows
- Refund tracking
- Ecommerce integrations
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Instant credit increases loyalty
- Encourages exchanges over refunds
- Branded return portal
- Good analytics
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Acquired by Loop Returns
- Custom pricing only
- Integration setup needed
- Limited standalone future
|
