Is Affinity or Pipedrive right for your team?

Pipedrive is a sales pipeline management tool built by salespeople for salespeople. An easy-to-navigate, lightweight platform makes it easy to quickly manage deals for anyone—from small teams at startups to large, enterprise sales teams.

Firms looking for simple, customizable CRM software functionality can rely on Pipedrive to be easy to set up and even easier to train the team to use. Consolidating your deal and relationship management into a CRM makes follow-ups easier than ever, and Pipedrive makes it simple to turn your notes about calls and meetings into forecasting dashboards to review your current deal progress.

See more reviews for Affinity vs. Pipedrive.

The user-oriented interface and spreadsheet-like features are ideal for traditional customer relationship management—short-term, transactional deals like those executed by SaaS and retail sales teams—but it has its limitations.

One of those limiting factors is the platform’s dependence on Zapier in order to effectively integrate with other software platforms. Dealmaking teams focused on complex, relationship-driven deals that don’t fit neatly into a traditional sales funnel need more sophisticated tools than a traditional system. 

Affinity is a relationship intelligence platform purpose-built for dealmakers. Teams in professional and financial services industries, including private equity, venture capital, investment banking, and commercial real estate, require a deep level of relationship context because their deals are defined by longer-term engagements and frequent collaboration.

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

Affinity supports your dealmaking team by providing a CRM platform driven by relationship intelligence—additional insights that help you find, manage, and close more deals. These insights are gathered through a combination of:

• Automatically captured “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. This data exhaust creates a comprehensive history of every relationship in your collective business network.
• Enriched proprietary and third-party datasets integrated directly alongside your team’s own CRM data to expand your available knowledge outside of your organization.
• Analytics and reporting dashboards powered by the industry-leading business intelligence platform Looker. Visualize and surface real-time insights into your team’s performance and deal pipeline and make more informed data-driven decisions.
• Relationship scoring algorithms that quantify the connections between people in your professional network and help identify good opportunities for warm introductions 

In addition to relationship intelligence, Affinity offers a user-oriented approach to customization so teams can build processes they want. It also provides an easy-to-use interface to custom software integrations that let you connect Affinity with other platforms in your tech stack—from Slack to Dropbox to email marketing automation platforms like Mailchimp. An extensive knowledge base also ensures you can answer frequently asked questions (FAQs) about the relationship intelligence platform quickly.

Affinity’s flexible, software as a service (SaaS) pricing model includes three tiers of feature sets. The Affinity Premium tier is the most popular option, which includes custom workflow integrations and Affinity Analytics reporting dashboards.

Additional add-on options include our Enhanced Support and Enhanced Support Plus service packages with data add-on packages for expanded insights into the data your team needs to close deals. Reach out to our team today to find the pricing tier that suits your needs.

There are dozens of CRM solutions on the market, and there isn’t a one-size-fits-all solution, but there are solutions tailored to meet specific needs for specific teams. Traditional, transactional CRM platforms can be good solutions for startups and SaaS sales teams. 

Lightweight CRM platforms help consolidate important data into an easy-to-use single source of truth that doesn’t scare off potential users with unnecessary or overly complicated features. But deal teams managing complex relationships shouldn’t have to choose between having a lightweight, user-friendly experience and sophisticated features. If you’re willing to trade a more comprehensive feature set for a CRM that is simple, easy to use, and fast to set up, Pipedrive is an excellent choice.

You can also consult the definitive guide to CRM for venture capital to help weigh your options.

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

Talk to an Affinity sales team member today to learn more and schedule a demo.