| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
While not a dedicated CRM, Notion's flexible database and template system is widely used by startups and small teams as a lightweight CRM solution. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$10/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Custom databases
- Relation properties
- Templates
- Kanban views
- Filters
- Automation
- API
- Collaboration
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Extremely flexible
- Affordable
- Great for small teams
- Part of broader workspace
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Not a real CRM
- No email tracking
- No automation sequences
- Manual data entry required
|
