Relationships are more three-dimensional than isolated cells in a spreadsheet can articulate. That’s why relationship-driven industries—including capital markets—are looking for Excel alternatives that can better support sophisticated, long-term, relationship-driven deals.
4Degrees and Attio are two CRM platforms that are often high on the list of options, along with DealCloud, Salesforce, and Pipedrive. With so many similarities, though, how do you know which one is the better choice to suit the needs of your deal team? Which one do you choose when you need features that go beyond the standard CRM feature set, like relationship intelligence and automated data capture?
In this article, you’ll get a tour of some of the key features of both customer relationship management platforms. Read on to see how 4Degrees compares to Attio (and Affinity) to choose the right option for your firm.
When you compare 4Degrees and Attio, the first feature that stands out is artificial intelligence. 4Degrees CRM software (4degrees.ai) uses an AI-supported algorithm to uncover insights from contacts, emails, and other interactions.
The other thing that sets 4Degrees apart from Attio is that it’s geared more toward capital markets firms like venture capital, commercial real estate, and private equity. In fact, the founders of 4Degrees have strong venture capital experience, so the feature set is well designed to support those deal processes. If your team is involved in activities like investment management, due diligence, deal sourcing, and project management, this platform has features that can help. This SaaS platform includes some relationship insights, automatic deal data enrichment, auto-generated reports, and mobile apps. Additionally, 4Degrees scrapes news alerts from Google to notify you of when your contacts are mentioned in the media, which can give your team more opportunities to reach out to contacts.
Users often complain that the 4Degrees user interface is awkward, however, and integrations are limited to what you can connect through Zapier. If you’re looking for a tool that seamlessly integrates with Gmail, Google Drive, or Microsoft Outlook, you may want to keep looking. Though 4Degrees is GDPR compliant, it does not offer enterprise-level security. For firms that require more direct integration with their tech stack, and SOC2 compliance for higher security, another CRM might be a better fit.
For a closer comparison of CRMs for capital markets firms, download the Ultimate Buyers Guide to CRM for Venture Capital.
If you’re still exploring 4Degrees, you may also want to view more 4Degrees alternatives.
Formerly known as the venture-focused platform Fundstack, U.K.-based Attio (Attio.com) was rebuilt as a lightweight, industry-agnostic CRM with a clean digital workspace ideal for startups. With a simple recruiting dashboard, customizable pipeline management, and built-in collaboration features, Attio is a good option for teams seeking more visibility into what is happening across their organization. This CRM platform also allows you to customize your workflows, which may be worth exploring with their free trial. New Android and iOS apps also keep you connected to Attio on the go.
While Attio claims to sync with external data sources, it does require data migration and continuous import—it is not a seamless connection, which can introduce holes in your team’s contact data. Attio integrates with other platforms using an API or Zapier, it does not offer external integrations. You won’t find third-party datasets like Crunchbase or Pitchbook built into Attio, either. When you compare Attio and 4Degrees on cost, there’s not much difference between the two.
Review other Attio alternatives as you explore your CRM options.
Comparing 4Degrees vs Attio, they are both solid options for capital markets deal teams with simple workflows. Neither provides pricing publicly, but user reviews show that the cost is comparable between the two software tools.
4Degrees is a more robust platform, while Attio is lighter weight. 4Degrees offers some automated data entry, but it doesn’t seamlessly, reliably integrate with your existing tech stack like Affinity does.
Attio requires data importing and manual contact and activity updating, whereas Affinity offers an instant 360-degree view with zero manual contact data entry. The time savings alone is worth noting. The average firm spends hundreds of hours per employee, per year, on manual data entry.
Affinity’s automation and data enrichment free your deal team from the drudgery of manual data entry, and provide insights that help you close deals faster. Affinity captures “data exhaust” that other platforms leave out—details from email communications, meetings, and calls—so you always have a complete history of your team’s connections.
See Affinity in action in this on-demand demo.
Affinity’s proprietary algorithm provides your team with detailed relationship intelligence—insights into your team’s network, business relationships, and customer interactions that help you find, manage, and close deals—that unifies and allows you to harness the potential of your team’s collective network.
If you’re comparing Attio vs 4Degrees, you’re leaving modern features on the table. Firms that manage sophisticated deals in relationship-driven industries need a relationship intelligence platform—not just a basic CRM—to move faster and get an edge on competitors.
In a world that’s becoming more digital and more global, the tools you have at your fingertips will make the difference between closing a deal and losing to a faster-moving firm. Affinity relationship intelligence gives dealmakers more power to find, manage and close deals.
Learn how to harness your network automatically and instantly with Affinity. Talk to an Affinity sales team member today.
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“We use Affinity to stay on the same page and hold each other accountable. It’s been a game-changer for collaboration.”