| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM that lives inside Gmail and LinkedIn, offering pipeline management, email automation, and lead capture without leaving your inbox. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($24-$96/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Gmail integration
- LinkedIn integration
- Pipeline management
- Email sequences
- Web forms
- Workflow automation
- Reporting
- Caller
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Deep Gmail integration
- LinkedIn prospecting
- Easy to adopt
- Good automation
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Gmail dependent
- Limited outside Google
- Basic reporting
- Smaller company
|
