| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A professional desktop publishing application for creating books, magazines, brochures, and marketing materials. |
| Pricing |
Subscription (Custom pricing) |
One_time ($69.99) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Master pages
- Advanced typography
- Data merge
- IDML import
- Preflight checks
- PDF/X export
- Linked files
- Table support
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- One-time purchase
- Professional layout tools
- IDML compatibility
- Fast performance
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Smaller feature set than InDesign
- Less industry adoption
- Fewer templates
- Limited plugin ecosystem
|
