| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A revenue growth marketing platform now part of Constant Contact that offers CRM, marketing automation, and sales enablement. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($449-$1499/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- CRM
- Marketing automation
- Email marketing
- Landing pages
- Social management
- Blog builder
- Analytics
- Sales optimizer
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Full marketing and CRM suite
- Good for agencies
- Behavioral tracking
- Affordable for agencies
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Acquired by Constant Contact
- Complex for small business
- Steep learning curve
- Platform transition uncertainty
|
