| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Project management platform built for client work with time tracking, budgets, and workload management for agencies. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-25.99/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Project management
- Time tracking
- Budgets
- Workload
- Resource scheduling
- Client portal
- Invoicing
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Built for agencies
- Time tracking included
- Client portal
- Budget tracking
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Less feature-rich
- Smaller community
- Interface dated
|
