| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A simple contact management tool originally by Basecamp that helps small teams track contacts, deals, and communication. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($24-$49/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Deal tracking
- Email integration
- Notes and tasks
- Tags
- Bulk email
- Import/Export
- Mobile app
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Very simple to use
- Clean interface
- Good for small teams
- Affordable flat pricing
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- No longer actively developed
- Very basic features
- Limited automation
- Minimal integrations
|
