| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A people management platform offering performance reviews, engagement surveys, OKRs, and career development tools. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($6-$11/person/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Performance reviews
- OKRs and goals
- Engagement surveys
- 1-on-1s
- Career development
- Compensation management
- Analytics
- 360 feedback
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Modern performance management
- Great UX
- Good integrations
- Flexible reviews
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Can be expensive
- Limited HRIS features
- Setup takes time
- Some features need higher plans
|
