DEALCLOUD VS PIPEDRIVE

Is DealCloud or Pipedrive the right CRM for your firm?

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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, and investment banking, 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.

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DealCloud vs. Pipedrive

Single source of truth for your data

Relationship intelligence

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.

Frequently Asked Questions

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

Why our customers love Affinity

"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
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"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
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“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
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“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
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“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
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“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
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“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
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"We use Affinity Analytics to slice and dice everything to understand our decision making and see if there's a pattern. Feedback cycles in VC are long by nature. So we really try to make the most of the few information points available."
Fabian Krautwurst
Principal, Cavalry Ventures
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“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
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“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
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“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
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"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
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"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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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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"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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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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"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
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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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"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 Partner, 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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"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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"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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