| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A powerful shopping cart platform with one-time pricing for selling digital and physical products with high-converting checkout pages. |
| Pricing |
Subscription (Custom pricing) |
One_time ($495-$690 one-time) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- High-converting checkouts
- Upsell funnels
- Affiliate management
- A/B testing
- Subscription management
- Dunning management
- Tax calculation
- Embeddable carts
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- One-time payment
- Powerful upsell features
- Affiliate management built-in
- High conversion checkout
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- One-time cost is high upfront
- Limited storefront features
- No mobile app
- Dated interface
|
