Should you choose Affinity or Copper CRM for your firm?
Request a demo of AffinityChoosing a CRM for dealmakers
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.
Automate data capture
Enhance data with relationship intelligence
Integrate your tech stack with your CRM
Affinity vs. Copper CRM
Single source of truth for your data
Relationship intelligence
Automate data capture
Manage contacts and deals
Consolidate your deal data and contact management in one platform.
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.
Integrate your tech stack with your CRM
Connect your most frequently used tools—from email marketing platforms like Mailchimp to Microsoft Outlook and Teams—to your CRM.
Depend on quality customer support
Rely on a support team that can walk through anything from workflow best practices to urgent questions.
Access your data on the go
Use your iOS (iPhone and iPad included) and Android devices to access key features of your CRM at any time.
Analyze and improve complex deal funnels
Customize analytics dashboards that help surface real-time, actionable insights into your dealmaking process.
Send emails directly to contacts
Communicate quickly with prospects and clients without ever leaving your CRM’s interface.
Customize your deal management process
Combine different views and filters to create a deal management process that works for your team.
Use your new CRM quickly
Depend on a straightforward system that’s easy-to-use, fast, and familiar so you can spend time on deals, not training.
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.
Frequently Asked Questions
Why our customers love Affinity
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