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Choosing your CRM
One of the most important operational decisions your firm will make is deciding on the best customer relationship management platform for your business needs. In a competitive, fast-paced market, dealmakers who want to gain an edge should consider a CRM that does more than simply mimic basic Excel capabilities. A static contact database may have been the standard, but complex, relationship-driven deal teams in a digital-first economy need a more robust solution. This is especially true for sophisticated financial and professional services industries such as venture capital, private equity, investment banking, or commercial real estate.
Features such as automation, data capture, and relationship intelligence can make all the difference in your CRM’s functionality, and subsequently in the amount (and value) of won deals.
Because of this, there are many questions to consider before selecting a CRM. When you’re considering a SaaS customer relationship management solution, do you know which features matter the most for your business? How important is pricing and what is your budget? Do you want a dedicated CRM, or a software that includes other functionality, such as HubSpot, which is known for its marketing solution?
Although there are many options for you to pick your CRM system from, like Zoho CRM, Freshsales (by Freshworks) or Salesforce, this guide will focus on comparing features from three of the most popular software solutions on the market: 4Degrees, Pipedrive, and Affinity. By the time you are done reading, you should have a better sense of which of these CRM tools may be right for your firm.
4Degrees vs. Pipedrive
Single source of truth for your data
Completely automated data capture
Connect directly to other tools in your tech stack
Integrate your current tech stack directly with your CRM without needing a 3rd-party application like Zapier.
Customize reports using industry-leading technology
Rely on built-in analytics and reporting supported by Looker draws directly from your most up-to-date CRM data.
Create and manage contacts and account activity automatically
Leverage automated data exhaust capture so that you can always have up-to-date and accurate information without spending hours on data entry.
Easily customize your pipeline management
Use customizable pipelines to standardize your workflow and deal management.
Decrease your time to value
Access your CRM with quick and easy onboarding. Ensure that team members can use it effectively without constant IT support.
Connect to your CRM when and where you want to
Trust that you can reach your network at any time from any place using a mobile app accessible from your Android or iPhone.
Leverage industry-defining relationship intelligence
Gain in-depth, actionable insights into the quality and reach of your and your team’s network connections.
Access timely customer support
Connect to expert customer support quickly and easily when you need them.
Frequently Asked Questions
Why our customers love Affinity
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