| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Open-source scheduling infrastructure for everyone with customizable booking pages and team scheduling. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-15/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Open-source
- Scheduling
- Team bookings
- Routing
- Workflows
- API
- Self-hosted
- Integrations
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Open-source
- Self-hosted option
- Free tier
- Customizable
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Newer platform
- Fewer features than Calendly
- Setup complexity
|
