| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Microsoft's cloud storage service integrated with Microsoft 365 for file storage, sharing, and collaboration. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-12.50/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Cloud storage
- Office integration
- Sharing
- Personal vault
- Version history
- Mobile sync
- Backup
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Microsoft integration
- Good value with M365
- Personal vault
- Reliable
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Microsoft dependency
- Sync issues
- Complex plans
|
