| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Project management tool with built-in time tracking, invoicing, and resource scheduling for small businesses and freelancers. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-19.95/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Project management
- Time tracking
- Invoicing
- Resource scheduling
- Kanban
- Gantt
- Reports
- Expenses
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Time tracking + invoicing
- Good for freelancers
- Resource scheduling
- Affordable
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Smaller platform
- Limited integrations
- Basic features
|
