| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Free project management platform offering tasks, milestones, time tracking, and file sharing for unlimited users. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-16.99/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Tasks
- Milestones
- Time tracking
- Files
- Discussions
- Calendar
- Gantt
- Wiki
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Generous free plan
- Unlimited users free
- Good features
- Affordable
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Basic interface
- Limited integrations
- Smaller community
|
