| Overview |
Cloud collaboration platform combining spreadsheet flexibility with database power for building custom apps and workflows. |
A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features. |
| Pricing |
Freemium ($0-27/mo) |
Subscription ($99/database/month (15 users)) |
| Key Features |
- Relational database
- Multiple views
- Automations
- Extensions
- Interfaces
- Syncs
- API
- AI
|
- Contact management
- Workflow automation
- Seminar management
- Report writer
- Compliance tools
- Document imaging
- Calendar
- Mobile access
|
| Pros |
- Flexible database
- Multiple views
- Good API
- App building
|
- Per-database pricing
- Built for financial advisors
- Good compliance tools
- Integrates with custodians
|
| Cons |
- Expensive at scale
- Row limits
- Learning curve
|
- Dated interface
- Limited customization
- Slow to innovate
- Mobile app is basic
|
