| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A lead management tool designed for salespeople who hate traditional CRMs, focusing on deal progression rather than data entry. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($12-$32/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Lead management
- Pipeline view
- Prospecting
- Email integration
- VoIP
- Sales script generator
- Mobile app
- Team management
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Anti-CRM approach
- Minimal data entry
- Easy to adopt
- Affordable
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited contact management
- Basic reporting
- Not a full CRM
- Few integrations
|
