| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Planoly is a visual planner and scheduler built for Instagram and Pinterest creators. It allows users to plan their grid aesthetics and schedule posts with a visual-first approach. |
| 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 grid planner
- Instagram scheduling
- Pinterest scheduling
- analytics
- StoriesEdit
- link-in-bio
- content calendar
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Beautiful visual grid planning
- Great for Instagram aesthetics
- Easy to use
- Pinterest support
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited platform support
- Post limits on free plan
- Basic analytics
|
