| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A next-generation CRM that automatically builds itself from your data with powerful customization and real-time collaboration. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$79/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Automatic data sync
- Custom objects
- Real-time collaboration
- Email integration
- Reporting
- Workflow automation
- Enrichment
- API-first design
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Modern and flexible architecture
- Excellent data model
- Real-time multiplayer
- Beautiful design
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Still maturing feature set
- Smaller integration library
- Limited marketing tools
- Newer with less track record
|
