| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Self-hosted email marketing application for managing email lists, sending campaigns, and automating email workflows. |
| Pricing |
Subscription (Custom pricing) |
One-time ($299 one-time) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Self-hosted
- Email campaigns
- Automation
- API
- List management
- Multiple delivery servers
- Template builder
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- One-time payment
- Full control
- Multiple SMTP
- Self-hosted privacy
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Self-hosting required
- Technical setup
- No SaaS option
|
