| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A sales-focused CRM designed by salespeople, featuring visual deal pipelines and activity-based selling methodology. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($14.90-$99/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Visual sales pipeline
- Activity-based selling
- Email integration
- Smart contact data
- Revenue forecasting
- Workflow automation
- LeadBooster
- Web forms
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Very intuitive pipeline view
- Easy to set up and use
- Excellent mobile app
- Strong email integration
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited marketing features
- Reporting could be deeper
- No free plan
- Customization is somewhat limited
|
