| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM solution from Sage that integrates with Sage's accounting and ERP products for unified business management. |
| Pricing |
Subscription (Custom pricing) |
Subscription (Custom pricing) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Sales automation
- Marketing campaigns
- Customer service
- Reporting
- Sage integration
- Mobile access
- Custom workflows
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Deep Sage integration
- Established brand
- Good for Sage users
- On-premise option
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Dated interface
- Limited standalone value
- Fewer modern features
- Dependent on Sage ecosystem
|
