| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An open-source developer platform for building internal tools, workflows, and scripts with a focus on developer experience. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$40/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Script editor
- Workflow builder
- App builder
- Scheduling
- Webhooks
- Self-hosted
- Multi-language
- Version control
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Open source
- Developer-first
- Self-hosted option
- Multi-language support
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Newer platform
- Smaller community
- Documentation growing
- Limited UI components
|
