| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A modern CRM designed for relationship-driven teams that combines contact management with outreach and pipeline tracking. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($20-$40/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Email sequences
- Pipeline management
- Chrome extension
- Enrichment
- Mail merge
- Custom fields
- Group management
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Beautiful modern interface
- Easy contact import
- Good for relationship management
- Flexible and lightweight
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Relatively new product
- Limited integrations
- No phone or SMS
- Reporting is basic
|
