| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A simple and affordable CRM specifically designed for small businesses that want ease of use over complexity. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($15/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Contact management
- Pipeline tracking
- Calendar integration
- Task management
- Daily agenda emails
- Custom fields
- Activity logging
- Lead reports
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Extremely easy to use
- Very affordable
- Excellent customer support
- No contracts or hidden fees
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited advanced features
- No built-in email marketing
- Basic reporting
- Not suitable for larger teams
|
