| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Square's free invoicing tool for sending professional estimates and invoices with online payment acceptance. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free + payment processing fees) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Invoice creation
- Estimates
- Online payments
- Recurring invoices
- Progress invoicing
- Team management
- Reporting
- Mobile invoicing
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Free to use
- Easy setup
- Professional templates
- Square ecosystem
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Payment processing fees
- Limited customization
- Square ecosystem dependency
- Basic features
|
