| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM solution for insurance and financial services professionals offering client management and policy tracking. |
| Pricing |
Subscription (Custom pricing) |
Subscription (Custom pricing) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Client management
- Policy tracking
- Activity management
- Reporting
- Document management
- Workflow
- Mobile access
- Commission tracking
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Insurance industry focused
- Policy tracking
- Good for financial services
- Established product
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Very dated interface
- Slow to modernize
- Complex navigation
- Limited support options
|
