Choosing a CRM for dealmakers
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. Pipedrive—much like other CRM platforms such as Salesforce, HubSpot, or Zoho CRM—is built for sales teams. If your team is managing deals that don’t move easily from one stage in the funnel to the next, and you need more than sales pipeline and contact management, you may want to consider Affinity—a platform purpose-built for relationship-driven dealmakers.
Automate data capture
Automate contact data capture
Affinity vs. Pipedrive
Single source of truth for your data
Automate data capture
Automate contact and company creation
Create contact and company profiles directly from inbox and calendar data.
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.
Leverage relationship intelligence for dealmaking
Allow an AI-driven platform to deliver detailed insights that help close deals.
Send outgoing emails
Reach out to clients and prospects without leaving your CRM—attach hyperlinks, screenshots, and other files as needed.
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
Analyze and visualize your data
Uncover real-time insights with sophisticated analytics that explore the data trends that shape your business.
Customize your CRM experience
Easily make changes to your user experience to customize your deal management workflows without needing external support.
Deploy and onboard quickly
Spend time on your relationships and deals with an easy-to-use system, not training your team to use a complicated CRM.
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.
Trust in customer support
Rely on a team of experts to address any questions your team has about your CRM.
Frequently Asked Questions
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