| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Enterprise work execution platform combining spreadsheet familiarity with project management, automation, and collaboration. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($9-32/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Spreadsheet interface
- Gantt charts
- Automation
- Dashboards
- Forms
- Resource management
- Proofing
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Spreadsheet familiar
- Enterprise features
- Good automation
- Reporting
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive
- Can be complex
- Spreadsheet limitations
|
