| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Intuitive Kanban-style task management tool with smart automations and integration with MindMeister mind maps. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-12.50/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Kanban boards
- Automations
- Time tracking
- Reports
- Integrations
- MindMeister link
- Agenda
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Clean interface
- Good automations
- MindMeister integration
- Easy to use
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited views
- Basic features
- Small team focus
|
