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.
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.
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:
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.
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.
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.”