| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An easy-to-use online graphic design tool for creating social media graphics, ads, and blog images quickly. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$15/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Templates
- Stock photos
- Custom dimensions
- Social media presets
- Brand kit
- Background remover
- Team features
- Download history
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Very easy to use
- Good template library
- Millions of stock photos
- Quick design creation
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited free plan
- Basic design features
- Fewer templates than Canva
- No animation
|
