Affinity VS Copper CRM

Should you choose Affinity or Copper CRM for your firm?

Affinity vs. Copper 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
Yes
No

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Choosing a CRM for dealmakers

Not all customer relationship management (CRM) platforms are built the same. When your CRM software is properly integrated into your team’s workflows, it serves as the foundation for all of your relationship management and dealmaking. Copper CRM stands out from other CRM platforms such as Salesforce, Hubspot, Freshsales, or Zoho CRM because of its ease of use and ability to fit easily into the Google Workspace ecosystem.

Working outside of Google apps with Copper, however, can be challenging. If your team is using a broader tech stack or are looking for a robust platform purpose-built for complex deal management, you might want to explore Affinity as an alternative.

Compare Affinity and Copper CRM

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Manage contacts and deals Consolidate your deal data and contact management in one platform.
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Yes
Enhance data with relationship intelligence Derive insights into your network, business relationships, and customer interactions to find, manage, and close deals.
Yes
No
Integrate your tech stack with your CRM Connect your most frequently used tools—from email marketing platforms like Mailchimp to Microsoft Outlook and Teams—to your CRM.
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No
Depend on quality customer support Rely on a support team that can walk through anything from workflow best practices to urgent questions.
Yes
Yes
Access your data on the go Use your iOS (iPhone and iPad included) and Android devices to access key features of your CRM at any time.
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Yes
Analyze and improve complex deal funnels Customize analytics dashboards that help surface real-time, actionable insights into your dealmaking process.
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No
Send emails directly to contacts Communicate quickly with prospects and clients without ever leaving your CRM’s interface.
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Yes
Customize your deal management process Combine different views and filters to create a deal management process that works for your team.
Yes
Yes
Use your new CRM quickly Depend on a straightforward system that’s easy-to-use, fast, and familiar so you can spend time on deals, not training.
Yes
Yes
Enrich your internal data with external partners Expand your team’s access to relevant industry data from partners like Pitchbook and provide greater context for every deal.
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No

Frequently Asked Questions

What makes Affinity the best alternative to Copper CRM for dealmakers?

Copper CRM is a cloud-based CRM designed with speed and simplicity in mind. It works best as part of the Google Workspace software family and as such feels like a Google product such as Google Drive or Google Docs—easy to navigate, functional, and familiar. This familiarity means that teams can deploy and start using Copper for contact management, project management, pipeline management, or lead management quickly. 

Copper is a lightweight platform designed for speed and efficiency; it’s perfect for small businesses or fast-moving sales teams. Dealmaking teams that manage complex relationships and nonlinear deals over the course of many months, or even years, may find that Copper lacks the deep insights or automation features required to navigate the deals that define their firm.

See more reviews for Affinity vs. Copper.

Like Copper CRM, Affinity can be deployed quickly—sometimes in as little as a few days; its user-oriented design makes the platform feel as simple as a spreadsheet, but the platform’s underlying technology is purpose-built for complex dealmakers in professional and financial services industries, including private equity, venture capital, investment banking, and commercial real estate.

Affinity’s relationship intelligence—insights that help your team find, manage, and close more deals—combines all of the contact data that it automatically captures from your team’s email inboxes, calendars, and meetings (whether they’re using Google products or not) with industry-specific data partners and its own proprietary data enrichment to provide greater context into every relationship and every deal in your collective network.

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

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

Capital markets professionals rely on Affinity’s relationship intelligence and automated data capture features to get—and stay—ahead of the competition. Here are a few ways other teams are using relationship intelligence to build a better business and close more deals:

  • Reliably up-to-date contact and deal information gives you more confidence in your data. By capturing your team’s “data exhaust”—details pulled from email communications across any platform (including Gmail and Outlook), meetings, and contact information such as names, roles, industry, and source of introduction—you can take steps knowing you have a comprehensive overview of an account. 
  • Built-in reporting and analytics supported by Looker gives your team access to easy-to-understand views of your performance across your deal pipeline and team performance, so you can make clearer, more data-driven decisions. With flexible reporting dashboards built for your unique KPIs you can also improve forecasting, segmentation of prospects to improve sourcing, and drill down into the trends that shape your business.
  • Automated notifications ensure you always have an eye on your most important deals and connections. Let your CRM manage your follow-up reminders instead of keeping them in your head or on scattered notes so you can nurture your relationships for years to come.

How much does Affinity cost?

Affinity offers a three-tier software as a service (SaaS) pricing structure. The most popular tier, Affinity Premium, includes custom workflow integrations and Affinity Analytics reporting dashboards.

Beyond the CRM platform, Affinity also offers Enhance and Enhanced Support Plus—expanded customer support solutions for teams looking for additional best practices insights and even KPI progress tracking and goal management. Data add-on packages can also further expand your team’s access to proprietary information on contacts and opportunities for a separate opt-in cost. Reach out to our team today to find the pricing tier that suits your needs.

How do I choose the right CRM for my team?

Transactional CRM platforms can be good solutions for small businesses and SaaS sales teams, and there are dozens of options for sales-focused CRM platforms on the market built to be used across industries.

CRM platforms like Copper CRM can be easily learned by teams in any space to consolidate deal and contact management in a single source of truth. Unfortunately, the majority of these platforms require manual upkeep and can quickly fall into disuse no matter how easy they are to navigate. Combining ease-of-use with automated data capture frees teams from the drudgery of data entry and gives them time to focus on the relationships that shape their deals. Teams with shorter deal flow pipelines and simple sales processes can be fairly successful with Copper CRM and be up and running quickly to manage their data in a neat, presentable way. 

If your team is looking for a true relationship management platform that is easy to use and can be up and running quickly——yet is still sophisticated enough to manage complex, years-long relationships and your complete relationship network—choose Affinity.

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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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