| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Visual automation platform (formerly Integromat) for connecting apps and designing complex workflows with branching logic. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-16.67/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Visual workflow builder
- 1000+ apps
- Branching
- Error handling
- Scheduling
- Data stores
- Templates
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Visual builder
- Complex logic support
- Affordable
- Data stores
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Learning curve
- Can be complex
- Smaller app directory than Zapier
|
