| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Mixmax is a sales engagement platform that works directly within Gmail to help teams automate outreach and book more meetings. It combines email sequences, calendar scheduling, and workflow automation in one tool. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-69/user/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Email sequences
- email tracking
- calendar scheduling
- workflow rules
- polls and surveys
- CRM integration
- templates
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Works directly in Gmail
- Easy to set up
- Good calendar features
- Affordable pricing
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Gmail only
- Limited reporting
- Not ideal for large enterprises
|
