| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
AI-powered calendar management tool that automatically schedules tasks, habits, breaks, and meetings around priorities. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-18/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- AI scheduling
- Task scheduling
- Habits
- Smart meetings
- Analytics
- Team calendar
- Buffer time
- Focus time
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- AI-powered
- Automatic scheduling
- Habit tracking
- Google Calendar integration
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Google Calendar only
- Learning curve
- AI sometimes off
|
