| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Simple automation platform connecting apps and devices with if-this-then-that conditional logic for consumers and businesses. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-5/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Applets
- 800+ services
- Smart home
- IoT
- Mobile
- Webhooks
- Pro features
- Multi-action
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Simple concept
- Consumer friendly
- Smart home
- Free tier
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited complexity
- Basic logic
- Fewer business tools
|
