| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Affordable integration platform connecting 1000+ apps with unlimited workflows and operations at fixed pricing. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($25-custom/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Unlimited workflows
- 1000+ apps
- Multi-step
- Filters
- Formatters
- Router
- Webhooks
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Affordable
- Unlimited operations
- No task limits
- Good value
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Fewer apps
- Less polished
- Smaller community
|
