| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A CRM built directly inside Gmail that lets you manage pipelines, track emails, and collaborate without leaving your inbox. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$129/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Gmail integration
- Pipeline management
- Email tracking
- Mail merge
- Thread sharing
- Custom pipelines
- Snippets
- Mobile app
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Lives inside Gmail
- Easy to start using
- Good email tracking
- Flexible pipeline views
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Only works with Gmail
- Limited outside Gmail
- Can slow down Gmail
- Advanced features are expensive
|
