| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A notifications infrastructure platform for building in-app, email, SMS, and push notification workflows with a single API. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$250/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Multi-channel notifications
- Preference management
- In-app feed
- Workflow builder
- Batching
- Throttling
- Analytics
- Templates
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Multi-channel support
- Good developer experience
- Preference management
- Easy integration
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Newer platform
- Can be expensive
- Limited template editor
- Smaller community
|
