Is Attio or DealCloud the right CRM for your firm?

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.