| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Free email capture and list building toolkit with pop-ups, welcome mats, and scroll boxes for growing email lists. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-49/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Pop-ups
- Welcome mat
- Smart bar
- Scroll box
- Share buttons
- Heat maps
- List builder
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Free tier
- Easy setup
- Multiple capture types
- WordPress plugin
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Branding on free
- Limited features
- Can slow site
|
