| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Work management platform helping teams orchestrate projects, processes, and goals with visual project tracking and automation. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-30.49/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Project tracking
- Timeline
- Boards
- Forms
- Automation
- Goals
- Portfolios
- Workload management
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Flexible views
- Good free tier
- Strong automation
- Goal tracking
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Can be overwhelming
- Expensive at scale
- Learning curve
|
