Deciding on a CRM for your relationship-driven team
While customer (or client) relationship management (CRM) platforms are typically associated with sales funnels, they’re also foundational tools for relationship-driven dealmaking. Platforms like Salesforce and HubSpot—or even relational databases like Airtable—are ideal for moving deals along a linear sales pipeline for retail sales teams or SaaS startups, but they lack the complexity required to manage relationship-focused deals for venture capital, private equity, or investment banking. Attio CRM, an easy-to-use workspace and deal management tool, may be a good fit for some teams but not for others. Let’s explore how Attio compares to Affinity for dealmaking.
Make smarter decisions with relationship intelligence
Enrich your data with proprietary datasets
Start relying on your CRM immediately
Affinity vs. Attio CRM
Single source of truth for your data
Automate data capture
Gain new insights into your network with relationship intelligence
Confidently find warm introduction paths and increase the outreach of your engagement efforts with insights into your firm’s entire network of connections, and engagement history to help find, manage, and close more deals faster.
Track all of your deal and relationship data in one place
Use a single platform to keep track of every detail about your connections, relationship strength, ongoing activities, and deals.
Tie your tech stack to your CRM
Customize your software experience by integrating your most-used tools with your CRM platform.
Dealmaking with richer insights
Combine proprietary CRM datasets and external data partners to enrich your records with data that is directly relevant to making faster, more educated dealmaking decisions.
Retain your team's contact history
Surface every interaction your team has had—dating back to the start of their inboxes—so you have a more complete picture of historical relationship context.
Give users a better experience
Flexible, intuitive user interface offers better experience for users and Administrators.
Review, analyze, and improve dealmaking with reporting
Customize reporting and analytics dashboards to monitor and share your deal pipeline visually.
Automatic contact and company creation
Create contact and company profiles directly from inbox and calendar data.
Rely on an industry expert
Entrust your networking and relationship building needs to a market leader with long-standing industry expertise.
Frequently Asked Questions
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