| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A modern sales CRM by Zendesk that maximizes productivity and pipeline visibility for sales teams. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($19-$115/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Pipeline management
- Email integration
- Activity tracking
- Power dialer
- Sales triggers
- Smart lists
- Forecasting
- Mobile app
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Clean modern interface
- Good Zendesk integration
- Built-in communication tools
- Easy to use
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited standalone value
- Better with Zendesk Suite
- Reporting is basic
- Fewer customization options
|
