| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Planable is a social media collaboration and approval platform that lets teams plan, create, and approve social media content visually. It provides pixel-perfect previews and streamlined approval workflows. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-43/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Visual content planning
- approval workflows
- real-time collaboration
- multi-platform preview
- content calendar
- labels & filters
- version history
- client workspaces
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Excellent visual previews
- Streamlined approvals
- Great for agencies
- Real-time collaboration
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited analytics
- Publishing features still growing
- Storage limits on lower plans
|
