Compare · Professional services CRM
The established platforms know your industry. The question is the job.
InterAction, Intapp, Deltek and Rapport3 are serious products built for firms like yours, and unlike generic CRM they understand that partnerships are not sales floors. The difference is the job each system is hired to do: they are systems of record for relationships and delivery. New Dynamics is a working layer for winning the next piece of work.
| Dimension | Established PS platforms | New Dynamics |
|---|---|---|
| Core job | System of record: relationships, marketing, delivery data. | System of action: what should this firm pursue, and what happens next. |
| Relationship intelligence | Who knows whom, mined at scale. | Coverage and gaps: who owns each relationship, its strength, and the routes still missing to live pursuits. |
| Market intelligence | Typically separate tools and manual portal scanning. | Scored Find a Tender and Contracts Finder signals inside the same record as relationships and pursuits. |
| Pursuit management | Varies; often spreadsheets and decks around the platform. | Stages, weighted values, bid/no-bid records, evidence and drift alerts as the core object. |
| Time to value | Enterprise implementation, measured in quarters. | Excel import and a working workspace in the first session. |
| Honest fit | Large firms consolidating records across hundreds of users. | Firms whose bottleneck is winning work, not storing it. |
Core job
Established PS platforms
System of record: relationships, marketing, delivery data.
New Dynamics
System of action: what should this firm pursue, and what happens next.
Relationship intelligence
Established PS platforms
Who knows whom, mined at scale.
New Dynamics
Coverage and gaps: who owns each relationship, its strength, and the routes still missing to live pursuits.
Market intelligence
Established PS platforms
Typically separate tools and manual portal scanning.
New Dynamics
Scored Find a Tender and Contracts Finder signals inside the same record as relationships and pursuits.
Pursuit management
Established PS platforms
Varies; often spreadsheets and decks around the platform.
New Dynamics
Stages, weighted values, bid/no-bid records, evidence and drift alerts as the core object.
Time to value
Established PS platforms
Enterprise implementation, measured in quarters.
New Dynamics
Excel import and a working workspace in the first session.
Honest fit
Established PS platforms
Large firms consolidating records across hundreds of users.
New Dynamics
Firms whose bottleneck is winning work, not storing it.
| Theme | What the established platforms does well | What it costs you |
|---|---|---|
| Relationship capture | Signature and email mining at enterprise scale; who-knows-whom is recorded automatically. | Which decision-makers nobody covers, and what to do about it this week, usually is not. |
| Marketing operations | Lists, events and communications for large firms. | Live tender and market signals still sit in separate portals and inboxes, unscored against what the firm can win. |
| Governance | Deep integration with practice management and finance; satisfies the largest partnerships' IT and compliance requirements. | Implementations are measured in quarters, so smaller and mid-size firms often never get there at all. |
| Pursuit discipline | A mature record of the work once it is won. | Bid/no-bid reasoning, drift alerts and next actions tend to live in decks and spreadsheets alongside the platform. |
| The board number | The underlying data is in there somewhere. | The weighted pipeline the board hears is still assembled by hand the night before. |
Relationship capture
What the established platforms does well
Signature and email mining at enterprise scale; who-knows-whom is recorded automatically.
What it costs you
Which decision-makers nobody covers, and what to do about it this week, usually is not.
Marketing operations
What the established platforms does well
Lists, events and communications for large firms.
What it costs you
Live tender and market signals still sit in separate portals and inboxes, unscored against what the firm can win.
Governance
What the established platforms does well
Deep integration with practice management and finance; satisfies the largest partnerships' IT and compliance requirements.
What it costs you
Implementations are measured in quarters, so smaller and mid-size firms often never get there at all.
Pursuit discipline
What the established platforms does well
A mature record of the work once it is won.
What it costs you
Bid/no-bid reasoning, drift alerts and next actions tend to live in decks and spreadsheets alongside the platform.
The board number
What the established platforms does well
The underlying data is in there somewhere.
What it costs you
The weighted pipeline the board hears is still assembled by hand the night before.
If your firm has a thousand fee earners and the problem is fragmented contact data across offices, an enterprise relationship platform is the right category, and this is not that.
If the problem is commercial, seeing opportunities early, covering the buyers who matter, keeping pursuits moving and giving the board a number you can defend, then a system of record does not solve it, however well it records. That working layer is the whole of what New Dynamics does.
The two can coexist: several of the platforms named here are exactly what our integrations page assumes you might keep.
The rest of the argument is on the product tour and in plain pricing.
Judge the working layer on your own pursuits.
Bring one live pursuit and one uncovered buyer. Twenty minutes shows the difference between recording and winning.