| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An online collaborative whiteboard platform for visual collaboration, brainstorming, and planning across distributed teams. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$20/member/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Infinite canvas
- Templates library
- Real-time collaboration
- Video chat
- Voting
- Timer
- Integrations
- Diagramming
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Excellent collaboration
- Huge template library
- Works for many use cases
- Good free plan
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Can be slow with large boards
- Expensive for big teams
- Learning curve
- Information overload risk
|
