| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Business messaging platform for teams with channels, direct messages, file sharing, and extensive app integrations. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-17.50/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Channels
- Direct messages
- Huddles
- Clips
- Apps
- Workflows
- Search
- File sharing
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Industry standard
- Great integrations
- Searchable
- Workflows
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive per seat
- Can be distracting
- Message history limits
|
