| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An online tool for creating professional infographics, presentations, reports, and social media graphics. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$29/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Infographic maker
- Presentation creator
- Report builder
- Data visualization
- Templates
- Brand kit
- Charts and maps
- Collaboration
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Great for infographics
- Easy to use
- Good data visualization
- Free plan available
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited free plan
- Fewer design options
- Export quality on free plan
- Basic animation
|
