| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A popular free CRM with powerful marketing, sales, and service hubs that scale as your business grows. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$1200/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Email tracking
- Deal pipelines
- Meeting scheduler
- Live chat
- Marketing automation
- Reporting dashboards
- Document tracking
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Generous free tier
- Intuitive user interface
- Excellent marketing integration
- Great onboarding resources
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive premium tiers
- Limited customization on free plan
- Contacts can only have one owner
- Reporting limited on lower tiers
|
