| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An action-focused CRM that turns every contact into an actionable lead with a unique next action methodology. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($9.95-$19.95/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Next action sales
- Contact management
- Pipeline management
- Email integration
- Lead capture
- Sales targets
- Mobile app
- Integrations
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Unique action-focused approach
- Very affordable
- Simple to use
- Good mobile app
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Basic features
- Limited customization
- Small team
- Not for complex sales processes
|
