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Affinity VS Attio

Is Affinity or Attio CRM right for your team?

 

Affinity vs. Attio CRM

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Single source of truth for your data
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Yes
Relationship intelligence
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No
Automate data capture
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No

Review more CRM alternatives

Deciding on a CRM for your relationship-driven team

While customer (or client) relationship management (CRM) platforms are typically associated with sales funnels, they’re also foundational tools for relationship-driven dealmaking. Platforms like Salesforce and Hubspot—or even relational databases like Airtable—are ideal for moving deals along a linear sales pipeline for retail sales teams or SaaS startups, but they lack the complexity required to manage relationship-focused deals for venture capital, private equity, investment banking, or consulting firms. Attio CRM, an easy-to-use workspace and deal management tool, may be a good fit for some teams but not for others. Let’s explore how Attio compares to Affinity for dealmaking.

Compare Affinity and Attio CRM

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Make smarter decisions with relationship intelligence Turn the data in your CRM into actionable insights and close more deals faster.
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No
Unify your deal and relationship management Track and manage all of your relevant contact and deal information in one platform rather than disparate spreadsheets.
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Yes
Connect your tech stack Leverage native and custom integrations to connect your CRM with apps your team uses every day.
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Yes
Enrich your data with proprietary datasets Combine data from native enrichment and external data partners—including Pitchbook and Crunchbase—so your team always has the information they need to research an opportunity.
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Start relying on your CRM immediately Deploy your CRM and automatically surface historical contact data from your email inbox and calendar so your team doesn’t miss any details.
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Trust that your data is private and protected Keep your data secure with a CRM certified against stringent global security standards—GDPR and SOC 2 Type II.
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Tap into your data anywhere, anytime with a mobile app Take your CRM with you on the road for conferences and networking events with mobile apps for both iOS (iPhone and iPad included) and Android devices.
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Review, analyze, and improve dealmaking with reporting Customize reporting and analytics dashboards to monitor and share your deal pipeline visually.
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Frequently Asked Questions

What makes Affinity the best alternative to Attio for dealmakers?

Attio CRM is a deal management platform company based in London that focuses on servicing startups as well as the venture capital and private equity industries. The product offers easy-to-use templates and deal flow management solutions, and an open-source API gives teams the ability to connect frequently used platforms like Dropbox, Gmail, and even scheduling apps like Calendly. Attio.com showcases some of the platform’s key features, but it also shows where the platform lacks some vital tools for dealmakers.

See more reviews for Affinity vs. Attio.

Like Attio, Affinity is built for relationship-driven teams. The platform further supports these teams with industry-standard technology requirements including automatic data capture, reporting and analytics, and most importantly relationship intelligence—insights into teams’ network, business connections, and customer interactions that help find, manage, and close more deals. The insights gained from sophisticated but easy-to-use business intelligence help teams compete in the rapidly accelerating market.

Affinity also serves a several-thousand-company global user base distributed across dealmaking teams in venture capital, investment banking, private equity, consulting, commercial real estate, and more. With these teams in mind, Affinity is designed to be easily scalable for businesses of any size.

If you’re still unsure about which CRM is the right fit for your business, check out these other Attio alternatives.

Why do capital markets professionals depend on Affinity for relationship intelligence and automation?

Dealmaking software should be designed to speed teams up, not slow them down. Affinity’s relationship intelligence and automatic data capture give capital markets professionals the leg up they need to focus on what they do best: building relationships and closing deals. Here’s how dealmakers are using Affinity to optimize their dealmaking workflows:

  • Automated data capture records your contact and deal information by gathering your “data exhaust”—details found in email communications, meetings, and contact information such as names, roles, industry, and source of introduction
  • Relationship intelligence is informed by internally captured data, your team’s institutional knowledge, and enriched external data sources and provides a complete overview of your entire CRM.
  • Focus on building relationships and choose a platform built with automated notifications for follow-ups and alerts to keep you up to date on your most important accounts.
  • Analytics and flexible reporting dashboards give teams the ability to turn all of the data stored together to visualize team productivity, deal trends, and key KPI progress.

How much does Affinity cost?

Small businesses and large enterprise teams alike can find a pricing model that meets their needs. Affinity Premium tier is the most popular pricing option that gives teams access to Affinity Analytics customizable reporting dashboards. 

Beyond that, add-ons are available for support, added customization, and expanded datsets. Enhanced and Enhanced Support Plus customer support add-ons extend the role of customer support to help track and manage KPIs and provide data and deal management best practices. 

Lastly, Affinity Data, a series of proprietary datasets, expand access to people and organization-related details that help you make better investment decisions. Reach out to our team today to find the pricing package that suits your needs.

How do I choose the right CRM for my team?

Relationship-driven deal teams need purpose-built tools, not legacy CRM or sales pipeline platforms. CRM solutions like Attio are beginning to scale to meet these needs, but the functionality remains limited. Teams that are hoping to focus on relationships need relationship intelligence to inform better, data-driven investment decisions.

If your team is looking for a platform that’s as easy to use as a spreadsheet but sophisticated enough to manage every stage of your deal flow pipeline—supported by relationship intelligence, automated capture of your “data exhaust,” and fully customizable, built-in reporting and analytics, choose Affinity.

stop wasting time with manual data entry—give yourself time to close deals

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Why our customers love Affinity

“We use Affinity to stay on the same page and hold each other accountable. It’s been a game-changer for collaboration.”

Jocelyn Goldfein
Managing Director, Zetta Partners

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