| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Full-featured project management platform with portfolio management, resource planning, and financial tracking for enterprises. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($22.50/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Portfolio management
- Resource planning
- Financial tracking
- Gantt charts
- Custom fields
- Reports
- Time tracking
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Feature-rich
- Good value
- Portfolio management
- Financial tracking
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Dated interface
- Smaller platform
- Limited integrations
|
