| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A business management platform for creatives and service providers offering CRM, forms, contracts, and invoicing in one place. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($20-$40/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- CRM
- Forms
- Contracts
- Invoicing
- Scheduling
- Workflows
- Client portal
- Lead capture
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Great for service providers
- Beautiful forms
- Workflow automation
- Affordable
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Niche market
- Steep learning curve
- Basic CRM features
- Limited integrations
|
