| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Open-source project management software with Gantt charts, agile boards, time tracking, and cost reporting. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-15.90/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Gantt charts
- Agile boards
- Time tracking
- Cost reporting
- Wiki
- Meetings
- BCF
- Self-hosted
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Open-source
- Self-hosted
- Feature-rich
- GDPR compliant
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Complex setup
- Dated UI
- Learning curve
|
