Choosing a CRM for dealmakers
Pipedrive is a popular sales-focused CRM for small-to-medium-sized businesses looking to streamline their sales operations. It offers a visual pipeline view to help users manage leads, monitor deals, and forecast sales with ease. Its intuitive layout and easy implementation make it suitable for users with limited technical experience. Although its AI capabilities are limited, it includes essential automation features to minimize manual tasks with a wide range of integration capabilities across different tools and systems.
When you’re choosing a new CRM, it’s important to determine which features matter most to your team and how those features will positively impact your ability to close deals. Dealmakers in private capital handle a complex web of professional networks rather than straightforward sales funnels. While Pipedrive offers a reliable sales pipeline management system and automation tool, it lacks AI-driven relationship insights critical to high-touch industries. Teams prioritizing long-term engagements, strategic introductions, and industry-specific insights may want to consider Affinity—a platform purpose-built for relationship-driven dealmakers.
Here’s a breakdown of how Affinity compares to Pipedrive to help you identify the right solution for your workflow.
With Affinity:
Unlock relationship intelligence capabilities across all license tiers.
Seamlessly enrich every company and contact profile with 40+ trusted data providers for private capital professionals.
Instantly surface similar companies and manage deals more efficiently while researching on websites, LinkedIn, and Outlook with extensions.
Affinity vs. Pipedrive
Single source of truth
Organize and manage records, monitor deal sourcing, and track your team’s most valuable connections in a centralized CRM.
Relationship intelligence
Uncover high-impact relationships and gain actionable insights you need to close more deals.
Automated data capture
Instantly surface all historical interactions with people and companies from across your firm.
Private capital data enrichment
Automatically enrich every company and contact profile with a dataset powered by Affinity and 40+ trusted sources, including PitchBook and Dealroom.
Scale private capital workflows
Access essential features for private capital at every license tier, ensuring your team has the necessary tools regardless of your team’s size.
Keep your team up to date on industry trends
Combine proprietary CRM datasets and external data partners to enrich your records with industry-specific data.
Highly relevant data for deal sourcing
Discover the right opportunities with key market data and ensure you stay ahead of the competition.
Deal assistance
Review and process meeting notes and email attachments to answer deal-related questions.
Similar companies
Generate lists of comparable companies based on the profile being viewed in the CRM.
Real-time alerts on key relationships
Track deals and monitor your network with real-time alerts on job changes or new investments to stay ahead of the competition.
Native call recording
Generate structured summaries and transcripts of meetings, with automatic syncing to relevant people and organizations in the CRM.
Integrate your tech stack with your CRM
Customize your software experience by integrating your most-used tools with your CRM.
Close deals on the go
Keep your deals in the palm of your hand with mobile apps for both iOS and Android devices with a cloud-based platform.
Ease of use
Navigate the CRM and complete tasks using an intuitive interface—no technical support required.
Purpose-built for private capital
A CRM designed specifically for private capital, giving you the upper hand to manage your entire deal lifecycle with ease.
Fast time to value
Deploy your entire CRM platform in as little as 72 hours.
Onboarding support
Focus on driving opportunities, not learning or teaching others to use a complex system.
Security
Be supported by a dedicated CISO and security team focused on preventing, detecting, and responding to security threats across system operations.
Compliance
Rely on a system that meets certification against stringent global standards—including ISO 27001, ISO 27018, ISO 27019, ISO 27701, and SOC2 Type 2.
Constant vulnerability testing
Benefit from proactive CRM security measures that continuously identify and address potential weaknesses, helping safeguard sensitive customer information.
Frequently Asked Questions
Why our customers love Affinity
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