Latest snapshot2026-08-14USmethodology registry-public-v1
Scores use a trailing 30-day window and publish only after at least 7 contested Runs. Read the methodology
Category family
Sales & CRM
Brands
16
Integrations
19
Platform mix
Profiles in this Category
19 Integrations
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| Profile | Platform | Brand | Primary Category | Discoverability | Added |
|---|---|---|---|---|---|
| Affinity | Investor & Deal-Flow Relationship CRM | tracked -- not yet scored | 2026-06-14 | ||
| Attio | B2B Sales CRM Platforms | tracked -- not yet scored | 2026-02-12 | ||
| Clarify | B2B Sales CRM Platforms | tracked -- not yet scored | 2026-02-11 | ||
| Close | B2B Sales CRM Platforms | tracked -- not yet scored | 2025-11-12 | ||
| Day AI | B2B Sales CRM Platforms | tracked -- not yet scored | 2025-11-12 | ||
| HubSpot | B2B Sales CRM Platforms | tracked -- not yet scored | 2025-11-12 | ||
| Intapp Celeste | Investor & Deal-Flow Relationship CRM | tracked -- not yet scored | 2026-02-20 | ||
| Lightfield | B2B Sales CRM Platforms | tracked -- not yet scored | 2026-06-17 | ||
| Metal | Investor & Deal-Flow Relationship CRM | tracked -- not yet scored | 2026-06-30 | ||
| Salesflare | B2B Sales CRM Platforms | tracked -- not yet scored | 2026-07-09 | ||
| DealTraq | Investor & Deal-Flow Relationship CRM | Organic discovery is pending verificationGet notified when verified | 2026-07-24 | ||
| Lab08 | Investor & Deal-Flow Relationship CRM | Organic discovery is pending verificationGet notified when verified | 2026-08-07 | ||
| Meridian AI | Investor & Deal-Flow Relationship CRM | Organic discovery is pending verificationGet notified when verified | 2026-06-26 | ||
| 4Degrees | Investor & Deal-Flow Relationship CRM | Organic discovery is pendingGet the score at launch | 2026-05-23 | ||
| Affinity | Investor & Deal-Flow Relationship CRM | Organic discovery is pendingGet the score at launch | 2026-05-22 | ||
Affinityaffinity.co | Affinity | Investor & Deal-Flow Relationship CRM | Organic discovery is pendingGet the score at launch | 2026-06-04 | |
| Carta | Investor & Deal-Flow Relationship CRM | Organic discovery is pendingGet the score at launch | 2026-04-15 | ||
Carta CRMcarta.com | Carta | Investor & Deal-Flow Relationship CRM | Organic discovery is pendingGet the score at launch | 2026-06-19 | |
| Rings AI | Investor & Deal-Flow Relationship CRM | Organic discovery is pendingGet the score at launch | 2026-06-30 |
What belongs in Investor & Deal-Flow Relationship CRM?
Investor & Deal-Flow Relationship CRM lists profiles assigned to Sales & CRM in the public rollup. When a benchmark definition is available, the competitive view narrows to its member brands.
How are Investor & Deal-Flow Relationship CRM profiles compared?
Profiles can appear in same-platform benchmark lineups once they have a benchmark home and public score. Cross-listed brands homed in another category appear when they measurably compete here, scored against this category's prompts. Private custom arenas are not published on category pages.
Which geography does this category use?
This page uses the geography attached to the latest public registry snapshot: US. Locale tags are not shown on public category pages.