| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Collaborative planning platform for cross-functional teams combining planning boards, sheets, and docs in shared collections. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($10.20/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Planning boards
- Backlogs
- Sheets
- Documents
- Relations
- Timelines
- Collections
- Full-text search
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Cross-functional planning
- Flexible views
- Good for scaling teams
- Relations
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Learning curve
- Smaller platform
- Limited integrations
|
