| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Time tracking tool that integrates natively into project management tools like Asana, Trello, Jira, and ClickUp. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($8.50/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Native PM integrations
- Time tracking
- Budgets
- Invoicing
- Reports
- Resource planning
- Timesheets
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Native integrations
- Tracks inside PM tools
- Good reporting
- Easy setup
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Requires PM tool
- No standalone mode
- Limited features alone
|
