| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A user-friendly CRM and email marketing platform designed to help B2B sales teams win more deals. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($16-$67/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Pipeline management
- Email marketing
- Sales automation
- Team collaboration
- Reporting
- Web forms
- Personal email sequences
- Territory management
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Easy to use
- Good customer support
- Affordable
- Nice email marketing integration
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited advanced features
- Fewer integrations than competitors
- Mobile app is basic
- Customization is limited
|
