| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A web-based diagramming application for creating flowcharts, org charts, UML diagrams, and technical architecture drawings. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$13.50/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Flowcharts
- ER diagrams
- Org charts
- UML diagrams
- Network diagrams
- Real-time collaboration
- Data linking
- Import Visio files
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Powerful diagramming
- Great Visio alternative
- Real-time collaboration
- Many templates
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Free plan is limited
- Can be slow
- Some diagrams need manual layout
- Enterprise pricing not transparent
|
