| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A social-enriched CRM that automatically combines contacts, communication history, and social data into unified profiles. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($24.90/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Social profile matching
- Contact enrichment
- Email tracking
- Group messaging
- Activity tracking
- Pipeline management
- Prospector tool
- Smart contacts
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Excellent contact enrichment
- Great social media integration
- Simple and affordable
- Good browser extension
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited pipeline management
- No phone support
- Basic reporting
- Not ideal for large teams
|
