| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A customer lifetime value analytics platform for Shopify stores with cohort analysis and profit tracking. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$49/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- LTV analytics
- Cohort analysis
- Profit and loss
- Customer segmentation
- Predictive LTV
- Marketing ROI
- Revenue reports
- Shopify integration
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Great LTV insights
- Affordable pricing
- Easy to understand
- Free plan available
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Shopify only
- Limited features on free plan
- Basic export options
- Newer platform
|
