Is Attio or DealCloud the right CRM for your firm?

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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.

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Attio CRM vs. DealCloud

Single source of truth for your data

Relationship intelligence

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

Why businesses choose Attio
Why businesses choose DealCloud
Where do Attio and DealCloud come up short?
Why choose Affinity over Attio and DealCloud?

Why our customers love Affinity

"We use Affinity to stay on the same page, hold each other accountable. It’s been a game changer for collaboration. "
Jocelyn Goldfein
Managing Director, Zetta Venture Partners
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"A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all! "
Harry Stebbings
Founder, Stride.VC
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"Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies. "
Michael Tam
Partner, Craft Ventures
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Affinity has changed the way we, the Value Creation team, work with our portfolio companies. The fact that it offers automated capabilities for viewing relationships with executives both inside and outside my organization has been a game-changer. Also, the platform is easy to navigate and personalize, plus my CSM is available within 24 hours if I ever have a question or problem.
Dorin Baniel
VP Value Creation, Glilot Capital Partners
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We tried three market-leading CRMs but were never completely happy, and then we found Affinity. It’s genius — intuitive, flexible, super smart. What an effective CRM should be.
Dan Bowyer
Partner & Co-Founder, SuperSeed
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"Affinity has completely changed the way we do business, we are now far more organized and streamlined. Grouping advisors and target businesses using various filters and automatic logging of contact details, emails and meetings have saved us so much time in an administrative sense. If we ever have a query, Affinity is quick to respond."
Shannon Potts
Marketing and ESG Manager, Pemba Capital Partners
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"As a Venture Capital fund of fund and secondaries investor, Affinity has helped our team manage our network as both a GP and LP. In conjunction with our other investor reporting and portfolio management tools, we are able to more efficiently provide client service and stay in touch with our venture network. "
Christopher Johnson
Investment Principal, Knightsbridge Advisers LLC
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"Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow. "
Adam Struck
Founder and Managing Partner, Struck Capital
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"Look, you do not know what it takes to integrate Salesforce, don’t go there! Your entire team is incredible; our entire team loves Affinity and is so happy. "
Susan Su
Head of Portfolio, Sound Ventures
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"Affinity takes all the best parts of RelateIQ and significantly improves on them. For us, it’s the perfect blend of great product design, feature-richness, and workflow integration. Highly recommend it for people who have to manage many relations and pipelines. "
Ben Blumenrose
Co-Director, Designer Fund
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I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs
Brian Smiga
Partner, Alpha Venture Partners
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"Let’s be honest: no one wants to use Salesforce reporting. Affinity isn’t just better—for most teams, it’ll make the difference between managing your pipeline to success, versus not tracking it at all. "
Kevin Zhang
Partner, Bain Capital Ventures
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"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "
Christian Meermann
Founding Partner, Cherry Ventures
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"Managing your relationships is everything in commercial real estate. Affinity allows us to manage more clients and all our data in one place. That will lead to more top-line for our business. '
Michael Sanberg
Leasing and Sales, Touchstone
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"With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes."
Henry Jefferies
Associate, Dawn Capital
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"Affinity is a very useful, tailor-made product for such a Venture Capital fund like us. The biggest advantage is having all of our data and communication in one place. We talk to thousands of startups and hundreds of VCs, and Affinity lets us keep track of those relationships over time. "
Marcin Zabielski
Partner, Market One Capital
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"I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth. "
Paul Ipavec
Business Development Lead, Anduin
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"Within weeks of moving to Affinity, we were able to easily discover and manage the thousands of entrepreneur and venture community relationships already latent within our team. What’s more, the Affinity Alliances professional network has helped us quickly build new and valuable connections. "
Eric Emmons
Managing Director, MassMutual Ventures
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"Having all the documents and information in one place without having to clamp around on different systems is really valuable. Affinity is a massive time saver and enables us to be super-efficient."
Sam Endacott
Investor, firstminute capital
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"The integration of email and calendar data streamlines our workflow and saves us a ton of time every day. "
Carlo Egle
Investment Manager, Redalpine Venture Partners
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"As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities."
Mar Hershenson
Managing Partner, Pear VC
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"Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn’t exist before. It enables us to be able to move fast in the same direction without stepping over each other. "
Burke Davis
Partner, Sorenson Capital
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"With Affinity, my team and I can track and nurture all of our firm’s most important relationships. In an industry like real estate, Affinity gives us a competitive advantage. "
Roy Hirshland
Vice Chairman, T3 Advisors
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