| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A customer messaging platform for push notifications, in-app messaging, SMS, and email with audience segmentation. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$99/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Push notifications
- In-app messaging
- Email
- SMS
- Segmentation
- A/B testing
- Analytics
- Journeys
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Generous free plan
- Multi-channel
- Easy integration
- Good documentation
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Free plan has limitations
- Can be complex
- Some features in beta
- Support varies
|
