| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Lead generation and conversion optimization toolkit with pop-ups, floating bars, and exit-intent technology. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($9-49/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Exit-intent pop-ups
- A/B testing
- Page targeting
- Geolocation
- Floating bars
- Scroll triggers
- Inline forms
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Powerful targeting
- Exit-intent technology
- Good A/B testing
- Many display types
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Pop-up focused
- Can be expensive
- JavaScript heavy
|
