Choosing the right CRM
The market for CRMs is crowded—Zendesk, HubSpot CRM, Zoho CRM—these are just a few of the many options available to businesses of all industries, from retail to financial services. Whether your business is venture capital, private equity, or investment banking, the customer relationship management system that your team chooses can help you improve your connections with your clients and help you leverage your relationships to close deals, hamper and muddy them, or fall somewhere in between.
With so many SaaS options, it can be a challenge to know exactly which solution will best meet your business needs, whether you’re an enterprise company or a small business. Features such as relationship intelligence, automation, and data capture can help ensure that your CRM is more than just a contact management database.
To help you better navigate some of the options, this guide will explore key features of Attio, Pipedrive and Affinity.
Attio CRM vs. Pipedrive
Single source of truth for your data
Relationship intelligence
Completely automated data capture
Launch your CRM quickly
Deploy your CRM rapidly and easily without requiring intense and lengthy onboarding.
Customize your pipeline management
Standardize your deal flow management and adjust as needed with sales pipelines that you can customize.
Automate data capture
Capture activity as it occurs, whether it stems from your email communication with a client or calendar activity such as a Zoom meeting.
Enrich profiles with updated industry data
Leverage up-to-date information on contacts and companies from industry-leading external data partners
Uncover all interactions
Access a historical record of communication across the team—from the first day of their inbox to today.
Create a single source of truth for relationship and deal data
Don't waste time searching for information siloed in spreadsheets or sticky notes.
Access deep insights with relationship intelligence
Gain new information about key opportunities to help you find, manage, and close more deals.
Build custom reports and dashboards
Create reports and customize dashboards for team members and clients and keep them up to date on deal statuses and KPIs
Integrate with your tech stack
Add your external software solutions to your CRM, whether you’re using Slack, Dropbox, Mailchimp, Gmail, or other programs.
Build your network from anywhere
Access your network (and its data) while you’re doing business and on the go using Android apps for Google or iOS apps for your iPhone or iPad.
Frequently Asked Questions
Why our customers love Affinity
