| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Agency management platform with project tracking, resource planning, budgeting, and profitability reporting. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($9-32/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Project tracking
- Resource planning
- Budgets
- Time tracking
- Invoicing
- Reports
- CRM
- Automations
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Built for agencies
- Profitability tracking
- Resource planning
- Good reporting
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Niche market
- Expensive
- Learning curve
|
