Choosing the right CRM
Your tech stack can make or break how your firm does business—and central to that tech stack is your client relationship management software (CRM solution). As a dealmaker, you recognize the importance of your and your team’s relationships. The strength and quality of these relationships can drastically affect your firm’s growth or decline. And the ideal CRM solution will enhance your team’s ability to build those relationships.
Many CRMs function purely as a contact database, with functionality that closely resembles an Excel spreadsheet. However, more sophisticated dealmakers need a tool that exceeds the expectations of a simple database. Features such as workflow automation, relationship intelligence, and automated data capture can simplify your data and deal management processes so that you can tend to what’s most important—the actual relationships.
The range of available products to help with contact management is vast. There are industry-specific products such as Kushim, designed specifically for VC audiences and deal flow, or Altvia which focuses on the private equity market and is built on Salesforce. On the other hand, there are AI-supported solutions like 4Degrees and legacy CRM solutions such as Navatar.
Finally, you have choices such as HubSpot CRM or Zendesk Sell, which are both CRM solutions offered by companies that focus on other technology tools. HubSpot is known for its marketing capabilities and Zendesk for its customer service helpdesk solution.
With such a variety of options to choose from, how can your firm identify which CRM solution best matches your business needs? Perhaps the perfect solution is something that’s used by a variety of industries, such as Salesforce, the end-all of enterprise-grade, sales-focused of CRMs. Do you need the capacity to integrate with industry data sources that can assist with due diligence, such as PitchBook, Crunchbase, CB Insights, Dealroom, or SourceScrub?
Needless to say, with so many potential selections—and features—to choose from, it can be a challenge to decide.
This guide will explore key features across three different customer relationship management platforms: Attio, DealCloud, and Affinity. By the end, you should walk away with a better understanding of which key features are most important for your team and how these three solutions stack up against your business needs, from sourcing to closing and everything in between.
Attio CRM vs. DealCloud
Single source of truth for your data
Completely automated data capture
Deploy your CRM quickly and with ease
Start using your customer relationship management platform easily and without hours of training or months of customization.
Customize your workflows
Accelerate pipeline management with flexible workflow tools.
Integrate your tech stack
Connect directly to your current technology tools, including Slack, Dropbox, Google Drive, Gmail, and other popular software solutions.
Automate data capture
Stop spending hours tracking data manually or worrying that someone hasn’t entered the most recent notes. Automate capture from your data exhaust—emails, calendars and more.
Create a single source of truth with all relevant contact data
Store all your information in a centralized location and know that when someone leaves the company, you don’t lose their institutional knowledge.
Lean on warm introductions from relationship intelligence
Identify which team member should reach out to a new opportunities. Let algorithms—not your memory—evaluate the depth and quality of your team’s relationships.
Build dashboards and customize reports
Access reports and dashboards that offer real-time metrics for you to share with your team members, LPs, clients, and other stakeholders.
Surface current and historical interactions across your team
Automatically uncover your complete historical record of communication across your collective network.
Rely on customer support when you most need it
Reach customer support when things go wrong with your workflows or data. Get help quickly and move back to working deals.
Give users a better experience
Flexible, intuitive user interface offers better experience for users and Administrators.
Frequently Asked Questions
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