| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Visual project management tool with nested task lists, Kanban boards, and timeline for breaking down complex projects. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-14.95/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Nested task lists
- Kanban
- Timeline
- Sublists
- Smart folders
- Tags
- Time tracking
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Good free tier
- Nested tasks
- Clean interface
- Visual planning
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Smaller platform
- Limited integrations
- Basic reporting
|
