| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free (open source)) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Marketing automation
- Workflow designer
- Sales pipeline
- Service tools
- Reports
- Web tracker
- Email marketing
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Open source
- Visual workflow builder
- Marketing automation included
- Good documentation
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Development has slowed
- Smaller community
- Interface is dated
- Limited enterprise features
|
