| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A product adoption platform for building in-app tours, tooltips, surveys, and launchers with advanced targeting and A/B testing. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($279-$899/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Product tours
- Tooltips
- Surveys
- Launchers
- Microsurveys
- A/B testing
- Segmentation
- Analytics
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Modern interface
- Good A/B testing
- Flexible targeting
- Developer-friendly
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive
- Learning curve
- Limited mobile support
- Smaller community
|
