| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM based on Franklin Covey productivity methodology that combines sales management with priority-driven task management. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($15-$45/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- CRM
- Task management
- Calendar
- Contact management
- Pipeline management
- Franklin Covey methodology
- Mobile app
- Reporting
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Productivity methodology built in
- Good task management
- Affordable
- Calendar integration
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Dated interface
- Small user base
- Limited integrations
- Basic CRM features
|
