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.
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.
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:
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.
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.
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.”