| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Cloud collaboration platform combining spreadsheet flexibility with database power for building custom apps and workflows. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-27/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Relational database
- Multiple views
- Automations
- Extensions
- Interfaces
- Syncs
- API
- AI
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Flexible database
- Multiple views
- Good API
- App building
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive at scale
- Row limits
- Learning curve
|
