Is Affinity or HubSpot Sales right for your team?
Choosing a CRM for relationship-driven dealmaking
HubSpot Sales is a cloud-based CRM platform designed for sales and marketing automation. With their extensive set of email marketing and communication tools and an inbound approach to sales and marketing, HubSpot gives teams the ability to attract visitors, convert leads, and close customers in a single ecosystem. This makes it a powerful platform for tracking and managing traditional sales and marketing funnels for customer-focused industries like retail and SaaS. It also means that HubSpot Sales is designed to do exactly what it says: sell.
Dealmakers in the professional and financial services industries—from venture capital to private equity, investment banking, and more—are supporting vast, complex networks of prospects, clients, and businesses partners, not traditional customers. CRMs like Salesforce and Pipedrive are excellent examples of other sales-oriented tools, but teams that are looking for relationship management and not just manual contact management or lead management solutions have other options to explore. Let’s take a look at how Affinity and HubSpot Sales differ so you can choose the best CRM solution for your needs—whether you're selling or closing deals.
Relationship intelligence
Automated data capture
Improve your decision making with relationship intelligence
Affinity vs. HubSpot
Single source of truth for your data
Relationship intelligence
Automate data capture and enrichment
Manage deals and relationships in one place
Track data related to both your deal flow pipeline and professional relationships with a single 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.
Automate contact and company creation
Create contact and company profiles directly from inbox and calendar data.
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.
Depend on consistent customer support
Rely on a dedicated customer support team and detailed FAQs when your team needs help.
Decrease time to value
Deploy your entire CRM platform rapidly–sometimes in as little as 72 hours.
Analyze core KPIs with Looker
Build, share, and review your team’s most important metrics with real-time reporting supported by business intelligence platform, Looker.
Put your CRM at the center of your tech stack
Utilize both native and custom integrations to connect your most-used software directly to your CRM.
Email directly from your CRM
Stay in contact with your clients without having to switch to a separate email tool with batch and direct email.
Score your relationships
Assess relationship scores based on real time interactions to find new warm introductions to the highest quality deals across your firm’s shared network.
Frequently Asked Questions
Why our customers love Affinity
