| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A hosted API platform for adding real-time bidirectional functionality to web and mobile apps with channels and events. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$299/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Real-time channels
- Presence channels
- Webhooks
- Client events
- REST API
- Debug console
- Beams push
- Multi-platform SDKs
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Easy to implement
- Reliable infrastructure
- Good free tier
- Multi-platform
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Can be expensive at scale
- Connection limits
- Limited free tier
- Feature development slowed
|
