| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
End-to-end work management platform combining project management, CRM, billing, and reporting for professional services. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($28-71/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Project management
- CRM
- Billing
- Time tracking
- Dashboards
- Resource planning
- Quoting
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- All-in-one business tool
- Good for services
- Billing included
- Dashboards
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive
- Complex
- Learning curve
|
