| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Async team communication tool by Doist designed for thoughtful, organized conversations without real-time pressure. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-6/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Threads
- Channels
- Inbox
- Search
- Integrations
- API
- Guest access
- Mobile
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Async-first
- Organized threads
- Less distracting
- By Todoist team
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Smaller platform
- Less adoption
- Limited integrations
|
