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.
- Relationship capture at enterprise scale, including signature and email mining.
- Marketing lists, events and communications for large firms.
- Deep integration with practice management, finance and delivery systems.
- Governance, compliance and IT requirements of the largest partnerships.
- Knowing who knows whom is recorded; which decision-makers nobody covers, and what to do about it this week, usually is not.
- Live tender and market signals sit in separate portals and inboxes, unscored against what the firm can credibly win.
- Pursuit discipline, bid/no-bid reasoning, drift alerts, next actions with owners, tends to live in decks and spreadsheets alongside the platform.
- Implementations are measured in quarters, so smaller and mid-size firms often never get there at all.
- The weighted pipeline the board hears is still assembled by hand the night before.
| 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. |
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.