| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A Google Workspace-native CRM that lives inside Gmail and integrates seamlessly with Google apps. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($23-$99/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Google Workspace integration
- Automatic data entry
- Pipeline management
- Email tracking
- Task automation
- Custom reporting
- Relationship tracking
- Mobile app
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Deep Google integration
- Minimal data entry required
- Clean interface
- Easy to adopt for Google users
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Only works well with Google Workspace
- Limited features outside Google ecosystem
- Pricey for what it offers
- Reporting is basic
|
