Compare
See how a custom CRM compares to the platforms you’re evaluating.
vs Competitors
vs Salesforce
Salesforce is the world’s largest CRM platform.
vs HubSpot
HubSpot is the most popular CRM for small and mid-size businesses.
vs Monday.com
Monday.com is a project management tool that added CRM features.
vs Pipedrive
Pipedrive is built for sales pipeline management.
vs Microsoft Dynamics 365
Microsoft Dynamics 365 is enterprise CRM built for enterprise budgets.
Asset Management
View industry page →LP Tracking
LP tracking is not contact management.
Deal Flow Management
Deal flow management is not a sales pipeline.
Capital Call Management
Capital call management sits at the intersection of investor relations, fund accounting, and compliance.
Investor Portal
An investor portal is not a client login page.
Due Diligence Tracking
Due diligence is not a checklist.
Portfolio Monitoring
Portfolio monitoring is the ongoing work after a deal closes.
Fund Compliance Tracking
Fund compliance is not a checkbox exercise.
Law Firms
View industry page →Client Intake for Law Firms
Client intake is the first impression a firm makes and the most common point of failure.
Conflict Checking
Conflict checking is not a search box.
Matter Management
Matter management is the core of law firm operations.
Trust Accounting for Law Firms
Trust accounting is the most regulated area of law firm finance.
Legal Deadline Tracking
A missed deadline in legal practice is malpractice.
Legal Billing and Time Tracking
Legal billing is unlike any other industry’s invoicing.
Legal Document Automation
Law firms produce the same types of documents repeatedly: engagement letters, retainer agreements, demand letters, pleadings, contracts, and closing documents.
Healthcare Practices
View industry page →HIPAA Compliant CRM
HIPAA compliance is not a feature you toggle on.
Patient Intake
Patient intake is not a registration form.
Referral Tracking for Healthcare
Referral tracking in healthcare is a two-sided problem.
Care Coordination
Care coordination is the work that happens between appointments.
Patient Portal
A patient portal is not a login page with a contact form.
Medical Billing Integration
Medical billing is not invoicing.
Provider Credentialing
Provider credentialing is the process of verifying that every clinician in your practice has the required licences, certifications, board memberships, malpractice insurance, DEA registrations, and payer enrolments to practise and bill.
Construction Companies
View industry page →Bid Management for Construction
Bid management in construction is not a sales pipeline.
Subcontractor Management for Construction
Subcontractor management is the backbone of how construction projects get built.
RFI Tracking for Construction
A Request for Information is how ambiguity in construction documents gets resolved.
Punch List Tracking
A punch list is the final accounting of incomplete or deficient work that must be resolved before a project is considered substantially complete.
Lien Waiver Tracking
Lien waivers are the documents that protect property owners, general contractors, and lenders from mechanics liens filed by unpaid subcontractors or suppliers.
Progress Billing for Construction
Progress billing in construction is not invoicing.
Job Costing for Construction
Job costing is how a contractor knows whether a project is making or losing money while it is still in progress.
Accounting Firms
View industry page →Client Onboarding for Accounting Firms
Client onboarding at an accounting firm is not adding a contact to a database.
Tax Deadline Tracking
Tax deadlines are absolute.
Engagement Tracking for Accounting Firms
An engagement in accounting is not a deal.
Client Document Portal for Accounting Firms
An accounting firm’s client portal is not a file sharing link.
Workflow Automation for Accounting Firms
Workflow automation at an accounting firm is not a sequence of email reminders.
Billing and Invoicing for Accounting Firms
Billing at an accounting firm is not sending an invoice.
Secure Document Exchange for Accounting Firms
Every document an accounting firm exchanges with a client contains sensitive data.
Consulting Firms
View industry page →Engagement Tracking for Consulting Firms
An engagement at a consulting firm is not a deal that closes.
Proposal and SOW Tracking for Consulting
A consulting proposal is not a quote with a price.
Utilisation Rate Tracking for Consulting
Utilisation rate is the single most important financial metric at a consulting firm.
Project Profitability for Consulting
Project profitability is the difference between what a client pays and what it costs to deliver.
Resource Allocation for Consulting
Resource allocation at a consulting firm is deciding who works on what.
Client Health Scoring for Consulting
Client health scoring is how a consulting firm knows which client relationships are strong, which are at risk, and which need intervention before the client leaves.
Scope Change Management for Consulting
Scope change is the single largest threat to consulting profitability.
Manufacturing
View industry page →Manufacturing Quoting
Manufacturing quoting is not sending a price list.
Production Scheduling for Manufacturing
Production scheduling determines when each job runs on which machine with which materials and which operators.
BOM Management for Manufacturing
A Bill of Materials is the complete list of raw materials, components, sub-assemblies, and quantities required to manufacture a product.
ERP Sync for Manufacturing
Most manufacturers already run an ERP system for production, inventory, and accounting.
Job Shop Tracking for Manufacturing
A job shop makes custom parts to order.
Logistics and Supply Chain
View industry page →Shipment Tracking
Shipment tracking in logistics is not a package tracking number.
Carrier Management
Carrier management is the logistics equivalent of subcontractor management in construction.
Freight Quoting
Freight quoting is not looking up a rate and sending an email.
Load Board Management
Load boards are where freight brokers and carriers find each other.
Dispatch Management
Dispatch is where logistics commitments become reality.
Insurance Brokers
View industry page →Policy Renewal Tracking
Policy renewal is where insurance brokers make or lose their revenue.
Claims Management for Insurance
Claims management from the broker’s perspective is not adjusting or paying claims.
Book of Business Tracking
A book of business is the total portfolio of policies an agency manages: every client, every policy, every carrier, every premium dollar.
Carrier Appointment Scheduling
A carrier appointment is the contractual relationship that authorises an agency to write business with a specific insurance carrier.
Certificate of Insurance Management
A certificate of insurance is a document that proves a client has coverage.