| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A post-purchase upsell and thank you page builder for Shopify that maximizes revenue from existing customers. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$14.99/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Thank you page builder
- Post-purchase upsells
- Order tracking
- Birthday collector
- Reorder button
- Pop-up upsells
- Analytics
- Drag-and-drop editor
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Affordable pricing
- Easy to use
- Good revenue uplift
- Free plan available
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Shopify only
- Limited to post-purchase
- Basic design options
- Analytics could be deeper
|
