| Overview |
Drag-and-drop email and landing page design tool with embedded design suite for SaaS platforms and agencies. |
A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features. |
| Pricing |
Freemium ($0-custom/mo) |
Subscription ($99/database/month (15 users)) |
| Key Features |
- Email design
- Landing pages
- Embeddable editor
- Collaboration
- Templates
- Brand kit
- Mobile preview
|
- Contact management
- Workflow automation
- Seminar management
- Report writer
- Compliance tools
- Document imaging
- Calendar
- Mobile access
|
| Pros |
- Beautiful editor
- Embeddable
- Good for agencies
- Many templates
|
- Per-database pricing
- Built for financial advisors
- Good compliance tools
- Integrates with custodians
|
| Cons |
- Limited free plan
- No sending
- Design focused
|
- Dated interface
- Limited customization
- Slow to innovate
- Mobile app is basic
|
