| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A visual workspace for thinking and collaboration with flowcharts, wireframes, mind maps, and documents. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$12/editor/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Flowcharts
- Wireframes
- Mind maps
- Documents
- AI features
- Templates
- Real-time collaboration
- Sticky notes
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Clean intuitive interface
- Fast to use
- Multiple diagram types
- AI-powered suggestions
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited free plan
- Fewer integrations
- Basic wireframing
- No advanced prototyping
|
