| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A global business payments network for sending and receiving international payments with competitive exchange rates. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$24.95/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- International payments
- Multi-currency
- Invoicing
- Payment tracking
- Accounting sync
- Vendor management
- Payment scheduling
- Compliance
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Free for basic use
- Good exchange rates
- Easy international payments
- Vendor network
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited features beyond payments
- Some countries not supported
- Transfer times vary
- Customer support mixed
|
