| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An Australian-built CRM designed for small to medium businesses with strong quoting, invoicing, and accounting integrations. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($55-$90 AUD/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Quoting
- Invoicing
- Accounting integration
- Email marketing
- Pipeline management
- Workflow automation
- B2B portal
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Good for Australian businesses
- Strong quoting and invoicing
- Accounting integration
- Local support
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Primarily Australian market
- Limited global presence
- Smaller feature set
- Basic mobile app
|
