| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A collaborative online whiteboard by Figma for brainstorming, diagramming, and team workshops. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$5/editor/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Sticky notes
- Voting
- Stamps and reactions
- Templates
- Widgets
- Timer
- Audio chat
- Drawing tools
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Tight Figma integration
- Fun and intuitive
- Good free plan
- Great for workshops
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited compared to Miro
- Fewer templates
- Requires Figma account
- Basic diagramming
|
