| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Time tracking and invoicing tool for teams with project budgets, expense tracking, and integration with popular tools. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($12/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Time tracking
- Invoicing
- Expense tracking
- Project budgets
- Reports
- Forecasting
- Integrations
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Time tracking + invoicing
- Good integrations
- Team features
- Reliable
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive per user
- Limited project management
- Basic reporting
|
