| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An employee engagement platform offering pulse surveys, anonymous feedback, and recognition tools for building better teams. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($5-$8/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Pulse surveys
- Anonymous feedback
- 1-on-1s
- Recognition
- eNPS
- Custom surveys
- Reports
- Slack integration
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Easy pulse surveys
- Anonymous feedback
- Good Slack integration
- Affordable
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited HR features
- Basic reporting
- Fewer integrations
- Survey fatigue risk
|
