Is DealCloud or Pipedrive the right CRM for your firm?Request a demo of Affinity
Choosing your CRM
DealCloud and Pipedrive are two popular CRMs built for managing business relationships in the cloud. And while they both function well to manage and maintain contact information, there are differences in how each solution works.
Sales teams need more than a spreadsheet to track contact information. Especially in more complex industries like venture capital, private equity, investment banking, and commercial real estate, features including relationship intelligence, automation, and data capture can make all the difference in how a CRM adds value.
Is DealCloud or Pipedrive the better CRM for your firm? In this article, you can compare key features across DealCloud, Pipedrive, and Affinity to find your ideal CRM solution.
DealCloud vs. Pipedrive
Single source of truth for your data
Completely automated data capture
Automate deal and relationship data capture
Ensure your team captures the data you need from any email platforms, calendar invite, or meeting software to form a comprehensive contact record.
Customize your deal management
Standardize your deal flow with customizable sales pipeline views.
Rely on a sophisticated—and not complicated—platform
Easily collaborate on complex, long-term deals with a user-oriented design.
Surface all of your interactions
Capture all current and historic communication and activity dating back to the start of your inbox.
Build industry-leading analytics dashboards
Customize bespoke reporting dashboards powered by Looker to report on deal activity, productivity, and more.
Learn more, faster with relationship intelligence
Contextualize your relationships across your network with detailed relationship scoring to determine who on your team can make new intros.
Enrich people profiles with industry data
Get actionable insights by leveraging data from trusted external data partners.
Trust that customer support is there when you need them
Work with customer support to build workflows that meet your needs.
Use your CRM with ease—fast
Onboard with your new CRM rapidly, and start using it reliably right out of the box.
Grow your network on the go
Gain the insight you need, wherever you are, with iOS apps for your iPhone and iPad, and Android apps for your Google mobile devices.
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