| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Microsoft's team collaboration platform combining chat, video meetings, file storage, and Office 365 integration. |
| 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
|
- Chat
- Video meetings
- File sharing
- Office integration
- Channels
- Apps
- Whiteboard
- Together mode
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Office 365 integration
- Video meetings
- Free tier
- Enterprise security
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Can be slow
- Complex
- Resource heavy
|
