| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Stripe's subscription management and recurring billing solution with smart retries, proration, and revenue recovery. |
| Pricing |
Subscription (Custom pricing) |
Pay_per_use (0.5-0.8% per recurring charge) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Subscription management
- Smart retries
- Proration
- Coupons
- Revenue recovery
- Customer portal
- Invoicing
- Usage-based billing
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Deep Stripe integration
- Smart retry logic
- Great documentation
- Usage-based billing
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Only for Stripe payments
- Per-charge fee adds up
- Less feature-rich than Chargebee
- Limited reporting
|
