| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A Salesforce integration tool that brings CRM functionality directly into Gmail and Outlook for seamless sales workflow. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($14-$21/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Salesforce sidebar
- Email tracking
- Calendar sync
- Meeting scheduler
- Sales cadences
- Buyer signals
- Attachment tracking
- Templates
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Deep Salesforce integration
- Works in email
- Easy to adopt
- Good scheduling
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Requires Salesforce
- Limited standalone value
- Basic CRM features
- Dependent on email client
|
