| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Perplexity is an AI-powered search engine and research assistant that provides direct answers with cited sources. It combines web search with AI language models to deliver comprehensive, up-to-date responses with transparent sourcing. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-20/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- AI search engine
- source citations
- follow-up questions
- collection sharing
- focus modes
- file analysis
- API access
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Real-time web access
- Transparent source citations
- Great for research
- Clean interface
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Pro subscription needed for best models
- Can sometimes cite unreliable sources
|
