By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
PreferencesDenyAccept
Left arrow
Back to Compare Affinity
ATTIO VS PIPEDRIVE

Is Attio or Pipedrive the right CRM for your firm?

Request a demo of Affinity

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.

See more alternatives
Attio CRM vs. Pipedrive
Frequently Asked Questions

Attio CRM vs. Pipedrive

Single source of truth for your data

Check mark
Check mark
Check mark

Relationship intelligence

X
X
Check mark

Completely automated data capture

X
X
Check mark

Launch your CRM quickly

Deploy your CRM rapidly and easily without requiring intense and lengthy onboarding.

Check mark
Check mark
Check mark

Customize your pipeline management

Standardize your deal flow management and adjust as needed with sales pipelines that you can customize.

Check mark
Check mark
Check mark

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.

X
X
Check mark

Enrich profiles with updated industry data

Leverage up-to-date information on contacts and companies from industry-leading external data partners

Check mark
Check mark
Check mark

Uncover all interactions

Access a historical record of communication across the team—from the first day of their inbox to today.

X
X
Check mark

Create a single source of truth for relationship and deal data

Don't waste time searching for information siloed in spreadsheets or sticky notes.

Check mark
Check mark
Check mark

Access deep insights with relationship intelligence

Gain new information about key opportunities to help you find, manage, and close more deals.

X
X
Check mark

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

Check mark
Check mark
Check mark

Integrate with your tech stack

Add your external software solutions to your CRM, whether you’re using Slack, Dropbox, Mailchimp, Gmail, or other programs.

Check mark
Check mark
Check mark

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.

X
Check mark
Check mark

Give users a better experience

Flexible, intuitive user interface offers better experience for users and Administrators.

X
X
Check mark

Frequently Asked Questions

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

Why our customers love Affinity

“We're using Affinity, and we have a way better view of our network and of who we know; and what, when, why we know these people, because previously, we didn't. Now, we have a more effective method of engaging with the people we know, and getting productivity out of that.”
Leo Walde
Partner, Armira
Read case study
"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."
Michael Lamm
Co-founder & Managing Partner, CAS
Read case study
"Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system—Affinity. It’s about being honest and truthful—that is what matters to clients."
Mirko Heide
Managing Director, IEG
Read case study
"Investment banking is nothing, if not, a relationship business, and Affinity is now core to our success."
Rudy Burger
Founder and Managing Partner, Woodside Capital Partners
Read case study
“The combination of the CRM value plus a database approach for deal flow management is ultimately why we ended up going with Affinity.”
J. Skyler Fernandes
Founder and General Partner, VU Ventures
Read case study
“What attracted us to Affinity was the fact that they were really focused on Venture Capital customers… this is a CRM for VCs.”
Nolan English
Director of Portfolio Services, SOSV
Read case study
“When founders come to me with requests, I use our network to source solutions. I call Affinity our ‘relationship ChatGPT’ because this is how we keep track of folks in our network.”
Amira Ouji
Senior Director of Portfolio Success, Revolution's Rise of the Rest Fund
Read case study
“Affinity creates visibility across teams, so if an investor chatted with someone […], then folks from our portfolio development team can go into that company's profile in Affinity and see how long the two have been communicating and ask for an introduction. That is the relationship intelligence that we're trying to unlock and super-power within Munich Re Ventures.”
Pedro Carrasco
Senior Operations Manager, Munich Re Ventures
Read case study
“There are a lot of jobs to be done in venture. We’re always sourcing and fundraising, but we're also always looking to be human in those processes, and Affinity helps us do that most effectively.”
Kelly Graziadei
Founder & General Partner, f7 Ventures
Read case study
“We tracked 1,000 companies that turned into nine investments—with Affinity we now understand the characteristics that led to those investments so we can make better investments, faster.”
Amy Francetic
Managing General Partner, Buoyant Ventures
Read case study
“A lot of CRMs provide structured data management, but in the end we had to do the data entry ourselves, and that was a no-go for us. Affinity’s automation and data enrichment meant we could focus on the thing that really matters to us: building relationships, gaining insights, and supporting the portfolio companies.”
Sven Rossmann
Chief Investment Officer, ABACON CAPITAL
Read case study
“We've started to use Affinity Pathfinder on websites and LinkedIn, and it’s very valuable. It's easy for somebody to go to a website and see who we know without having to go to Affinity and look it up.”
Caroline Haun
Operations Director, 8VC
Read case study
"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."
Alessandro Vigilante
VP Corporate Business Development, Fidelity
Read case study
"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
Read case study
"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
Read case study
"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
Read case study
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
Read case study
"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
Read case study
"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
Read case study
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
Read case study
"All our data is now centralized in Affinity, so information is never siloed with a single team member and we all understand the relationships among the entire team’s business network."
Kevin Zhang
Partner, Bain Capital Ventures
Read case study
"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "
Christian Meermann
Founding Partner, Cherry Ventures
Read case study
"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
Read case study
"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
Read case study
"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
Read case study

Interested in learning more?

Reach out to us and get a personalized demo

Talk to Sales