| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A financial services platform offering point-of-sale, payment processing, banking, and business management tools. |
| Pricing |
Subscription (Custom pricing) |
Pay_per_use (2.6% + 10c in-person / 2.9% + 30c online) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- POS system
- Payment processing
- Invoicing
- Banking
- Payroll
- Online store
- Appointments
- Analytics
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Easy to start
- Good POS hardware
- Integrated ecosystem
- Transparent pricing
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Per-transaction fees
- Limited customization
- Account stability concerns
- Customer support varies
|
