| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An API platform for adding enterprise features like SSO, directory sync, and audit logs to applications. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$25/connection/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Single Sign-On
- Directory sync
- Admin portal
- Audit logs
- MFA
- User management
- Organizations
- Fine-grained authorization
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Easy SSO implementation
- Enterprise-ready
- Good documentation
- AuthKit UI
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Per-connection pricing
- Enterprise-focused
- Limited for consumer apps
- Newer platform
|
