| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Open-source email platform combining transactional emails and marketing campaigns with a developer-friendly approach. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-custom/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Transactional email
- Marketing email
- Open-source
- API
- Automation
- Analytics
- Contacts
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Open-source
- Developer friendly
- Transactional + marketing
- Free self-hosted
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Very new
- Limited features
- Small community
|
