| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM and client lifecycle management tool for agencies and freelancers to manage leads, proposals, invoices, and clients. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$18/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Lead management
- Proposals
- Contracts
- Invoicing
- Client portal
- Email sequences
- Pipeline management
- Document management
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Built for agencies
- Proposal and invoicing
- Affordable
- All-in-one for freelancers
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Niche for agencies
- Basic CRM features
- Limited integrations
- Smaller company
|
