| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A flexible CRM built on the monday.com work OS that combines sales tracking with project management capabilities. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($12-$28/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Visual deal tracking
- Contact management
- Email sync
- Activity management
- Custom automations
- Dashboards
- Integration hub
- Post-sale management
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Highly visual and intuitive
- Flexible customization
- Strong project management tie-in
- Good collaboration features
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Can get expensive with add-ons
- CRM-specific features still maturing
- Learning curve for automations
- Limited advanced CRM analytics
|
