| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A cloud-based accounting platform popular with small businesses and their accountants with beautiful invoicing and bank feeds. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($15-$78/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Bank reconciliation
- Invoicing
- Bill pay
- Expense claims
- Project tracking
- Multi-currency
- Payroll
- Reporting
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Clean interface
- Great bank feeds
- Good for accountants
- Multi-currency built-in
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited users on lower plans
- US payroll via Gusto
- Inventory basic
- Learning curve for non-accountants
|
