| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms. |
| Pricing |
Subscription (Custom pricing) |
Subscription (Custom) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Dynamics 365 native
- Email marketing
- Web tracking
- Forms
- Surveys
- Nurture campaigns
- Social posting
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Native Dynamics integration
- Good for MS ecosystem
- Web tracking
- Forms
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Dynamics only
- Expensive
- Limited outside MS
|
