| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM and project management platform designed for growing businesses to manage relationships and deliver projects. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($29-$99/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Project management
- Workflow automation
- Email tracking
- Custom dashboards
- Relationship linking
- Lead routing
- Business intelligence
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Combined CRM and project management
- Good Gmail and Outlook integration
- Relationship mapping
- Reasonable pricing
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Interface feels dated
- Limited customization options
- Customer support could improve
- Mobile app is basic
|
