| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM and project management app exclusively for Mac, iPhone, and iPad users in small business environments. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($39.99/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Project management
- Pipeline tracking
- Apple Mail integration
- Task management
- Siri shortcuts
- Appointment scheduling
- Team sharing
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Native Apple experience
- Offline access
- Integrated project management
- Clean design
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Mac only
- No Windows or Android
- Limited integrations
- Small development team
|
