| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Microsoft's cloud automation service for creating workflows across Microsoft 365 and third-party applications. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($15-mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Cloud flows
- Desktop flows
- RPA
- AI Builder
- Process mining
- Microsoft integration
- Templates
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Microsoft integration
- RPA capabilities
- AI builder
- Enterprise
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Microsoft ecosystem
- Complex
- Can be expensive
|
