| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A free accounting and invoicing software for small businesses and freelancers with optional paid payroll and payment processing. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free (accounting) + paid add-ons) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Accounting
- Invoicing
- Receipt scanning
- Bank connections
- Financial reports
- Payment processing
- Payroll
- Multi-currency
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Completely free accounting
- Good invoicing
- Easy to use
- Receipt scanning
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited features
- Payroll costs extra
- Payment processing fees
- No inventory management
|
