Choosing the right CRM
Firms managing complex, long-term deals rely on their customer relationship management platforms to help them track and leverage relationships over the course of lengthy deal lifecycles. Because of the level of complexity and depth required of these deals in financial and professional services, teams require more than just the functionality of an Excel spreadsheet or an Excel substitute that serves as little more than a contact database.
They need a platform that offers automation, customizable workflows, automated data capture, and, most importantly, relationship intelligence—insights into your team’s network, business relationships, and customer interactions that help you find, manage, and close deals.
But with so many options in a sea of SaaS CRM platforms, how can your firm research, assess, and ultimately select the CRM software that will best meet your business needs? And how do you know your chosen platform won’t require extensive customization to work for you?
To make the search simpler, in this article, we’ll review key features of three CRM solutions that you may be considering: Copper CRM, Pipedrive, and Affinity. You can also use our Ultimate Buyers Guide to CRM for VC to build your requirement checklist.
Copper CRM vs. Pipedrive
Single source of truth for your data
Completely automated data capture
Use your CRM quickly without having to spend months waiting for customization or training.
Easily customize your pipeline management
Track deal lifecycles with fully adaptable and flexible pipelines that work the way your team does.
Automate data collection
Save time on manual data entry with automated technology that works directly with any calendar or ISP.
Rely on relationship intelligence
Get actionable recommendations that help support you existing relationships and guide you to your next warm introduction.
Deliver reports automatically
Build customizable analytics dashboards that update in real-time to track and evaluate the data that matters most to your team.
Integrate third-party applications
Sync your customer relationship management software to other components of your firm’s tech stack, such as Slack and Dropbox.
Trust customer support for timely help
Rely on skilled help and extensive knowledge bases for troubleshooting time-sensitive issues.
Take your work with you
Access your network using mobile apps on Android and iOS.
Frequently Asked Questions
Why our customers love Affinity
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