| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
All-in-one project management and collaboration tool with flat pricing regardless of team size. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($45-89/mo flat) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Task management
- Proofing
- Chat
- Notes
- Files
- Timer
- Reports
- Custom roles
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Flat pricing
- No per-user fees
- Proofing built-in
- Feature-rich
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Dated interface
- Limited integrations
- Basic automation
|
