| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Enterprise work management platform with project planning, resource management, and real-time collaboration. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-24.80/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Project planning
- Gantt charts
- Resource management
- Custom workflows
- Proofing
- Time tracking
- Dashboards
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Enterprise features
- Custom workflows
- Good reporting
- Proofing
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive
- Complex interface
- Learning curve
|
