| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Tableau is a powerful data visualization and business intelligence platform that helps people see and understand their data. It connects to virtually any data source and creates interactive dashboards and reports. |
| Pricing |
Subscription (Custom pricing) |
Paid ($15-75/user/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Interactive dashboards
- drag-and-drop interface
- data connectors
- calculated fields
- mapping
- storytelling
- collaboration
- mobile support
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Industry-leading visualizations
- Intuitive drag-and-drop
- Vast connector library
- Strong community
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive for teams
- Requires training
- Performance issues with large datasets
- Desktop app needed for full features
|
