| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A simple design and prototyping tool that lets anyone create interactive prototypes and user tests without coding. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$48/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Wireframing
- Prototyping
- User testing
- Design tools
- Handoff
- Flowcharts
- Feedback
- Integrations
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Very easy to learn
- Built-in user testing
- Good for wireframes
- Free plan available
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited design tools
- Smaller feature set
- Less suitable for complex projects
- Fewer integrations
|
