| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A visual sales CRM that offers drag-and-drop pipeline management and sales process automation with offline capabilities. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($65-$115/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Visual pipeline
- Drag-and-drop interface
- Offline capability
- Sales process automation
- Reporting engine
- Account management
- Buying center
- Navigator dashboard
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Highly visual interface
- Works offline
- Intuitive drag-and-drop
- Good reporting
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive
- Smaller market share
- Limited marketing tools
- Less known brand
|
