| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Task management and habit tracking app with calendar integration, Pomodoro timer, and natural language task creation. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-35.99/yr) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Tasks
- Calendar
- Habits
- Pomodoro
- Natural language
- Tags
- Priorities
- Eisenhower matrix
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Feature-rich free tier
- Habit tracking
- Pomodoro built-in
- Cross-platform
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited team features
- Basic collaboration
- Smaller platform
|
