| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Flexible work management platform by Citrix allowing teams to build custom applications and workflows without coding. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-24/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Custom apps
- Workflows
- Tasks
- Calendar
- Webforms
- Integrations
- Granular admin
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Highly customizable
- App building
- Flexible
- Good API
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Dated interface
- Performance issues
- Learning curve
|
