| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Scheduling automation platform that eliminates back-and-forth emails by letting others book time based on your availability. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-20/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Scheduling
- Calendar sync
- Meeting types
- Workflows
- Routing
- Team scheduling
- Analytics
- Integrations
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Easy scheduling
- Good free tier
- Team features
- Integrations
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive for teams
- Limited customization
- One-sided scheduling
|
