| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM built for inside sales teams with built-in calling, email, and SMS to help close more deals faster. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($49-$139/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Built-in calling
- Power dialer
- Email sequences
- SMS messaging
- Pipeline view
- Smart views
- Custom activities
- Reporting
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Excellent built-in communication
- Fast and responsive UI
- Great for inside sales
- Powerful search and filtering
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive for small teams
- Limited marketing features
- No free plan
- Not ideal for field sales
|
