| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Visual collaboration tool using boards, lists, and cards for organizing projects with a simple Kanban-style interface. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-17.50/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Kanban boards
- Power-ups
- Butler automation
- Templates
- Calendar view
- Timeline
- Mobile app
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Simple and intuitive
- Good free tier
- Visual approach
- Mobile friendly
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited for complex projects
- Power-ups can add up
- Basic reporting
|
