| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Predictive project management tool using intelligent scheduling to automatically adjust plans based on priorities and resources. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($15-45/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Predictive scheduling
- Resource leveling
- Time tracking
- Analytics
- Priority-based planning
- Ranged estimates
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Predictive scheduling
- Resource leveling
- Realistic estimates
- Good analytics
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive
- Learning curve
- Unique methodology
|
