| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Work operating system enabling teams to build custom workflows for project management, CRM, marketing, and operations. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-24/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Custom workflows
- Automations
- Dashboards
- Integrations
- Forms
- Docs
- Boards
- Timeline
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Highly customizable
- Visual interface
- Good automations
- Multiple use cases
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive per seat
- Complex pricing
- Can be slow
|
