| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An intelligent CRM for small B2B businesses that automatically fills in contact and company data from emails and social profiles. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($29-$99/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Automatic data input
- Email tracking
- Pipeline management
- Relationship insights
- Account intelligence
- Custom dashboards
- Workflow automation
- LinkedIn sidebar
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Minimal manual data entry
- Great for B2B
- Clean interface
- Strong email integration
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited customization
- Not for large enterprises
- Basic marketing features
- Smaller ecosystem
|
