Is Pipedrive or Salesforce the right CRM for your firm?

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Choosing the right CRM for your firm

Capital markets teams and professional and financial services teams rely on customer relationship management platforms for more than just contact management; they need software tools that focus on complex, long-term deals. A contact database alone isn’t sufficient. Teams require functionality that exceeds what an Excel spreadsheet can offer, both to eliminate siloed data and to map out relationships. This is especially critical with firms whose business rests on the strength of those relationships. Features in relationship-driven CRM software—including being able to easily customize workflows, automate data entry, and provide relationship intelligence—can mean the difference between winning a deal and losing one.

The available CRM options are nearly endless—from HubSpot CRM to ZohoCRM to Copper and countless others—and with so many choices, it can be challenging to gather all the necessary information and decide which solution is best for your team.

In this article, you’ll learn about key features in three CRMs that your firm might want to consider: Pipedrive, Salesforce CRM, and Affinity. Hopefully, by the end, you’ll be able to better decide which is the best CRM for your team’s business needs.

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Pipedrive vs. Salesforce

Single source of truth for your data

Relationship intelligence

Completely automated data capture

Fast deployment and onboarding

Leverage your CRM immediately, instead of waiting months for custom development. Don’t spend time with hours of training before you can use your CRM.

Adjust deal pipelines for easy tracking

Customize your sales pipeline views so you can quickly assess whether someone is in your deal flow process.

Automate contact data collection

Decrease manual data entry and save hundreds of hours with a CRM that automatically captures all inbox and calendar data to instantly create and update contacts and company profiles as you work.

Leverage relationship intelligence

Move beyond a who-knows-whom approach using quantified relationship insights. Empower your dealmakers to find, manage, and close more deals.

Build custom business intelligence dashboards

Craft custom reports using built-in Looker technology. In-depth, consistent analysis of trustworthy data can ensure your team has real-time insights into your most important metrics.

Experience a simple user interface

Focus on building relationships in your network, not learning how to navigate complex, unintuitive content. Count on ease of use.

Surface all interactions easily

Ensure that no interactions get lost with a platform that captures your entire connection history with a contact.

Connect to other tools in your tech stack

Integrate your firm’s CRM to other vital tools, from email marketing tools such as Mailchimp, to communication tools such as Slack and social media tools like LinkedIn.

Lean on effective and efficient customer support for help when you need it

Trust that you can access tech support when you need it, in a timely manner, and without added cost.

Work from anywhere

Access your data—contacts, interactions and more—on the go using Android or iOS mobile apps.

Frequently Asked Questions

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

Why our customers love Affinity

"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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Affinity has changed the way we, the Value Creation team, work with our portfolio companies. The fact that it offers automated capabilities for viewing relationships with executives both inside and outside my organization has been a game-changer. Also, the platform is easy to navigate and personalize, plus my CSM is available within 24 hours if I ever have a question or problem.
Dorin Baniel
VP Value Creation, Glilot Capital Partners
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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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"As a Venture Capital fund of fund and secondaries investor, Affinity has helped our team manage our network as both a GP and LP. In conjunction with our other investor reporting and portfolio management tools, we are able to more efficiently provide client service and stay in touch with our venture network. "
Christopher Johnson
Investment Principal, Knightsbridge Advisers LLC
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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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"Look, you do not know what it takes to integrate Salesforce, don’t go there! Your entire team is incredible; our entire team loves Affinity and is so happy. "
Susan Su
Head of Portfolio, Sound Ventures
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"Affinity takes all the best parts of RelateIQ and significantly improves on them. For us, it’s the perfect blend of great product design, feature-richness, and workflow integration. Highly recommend it for people who have to manage many relations and pipelines. "
Ben Blumenrose
Co-Director, Designer Fund
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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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"Let’s be honest: no one wants to use Salesforce reporting. Affinity isn’t just better—for most teams, it’ll make the difference between managing your pipeline to success, versus not tracking it at all. "
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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"With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes."
Henry Jefferies
Associate, Dawn Capital
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"Affinity is a very useful, tailor-made product for such a Venture Capital fund like us. The biggest advantage is having all of our data and communication in one place. We talk to thousands of startups and hundreds of VCs, and Affinity lets us keep track of those relationships over time. "
Marcin Zabielski
Partner, Market One Capital
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"I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth. "
Paul Ipavec
Business Development Lead, Anduin
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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 Director, 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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"The integration of email and calendar data streamlines our workflow and saves us a ton of time every day. "
Carlo Egle
Investment Manager, Redalpine Venture Partners
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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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"Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn’t exist before. It enables us to be able to move fast in the same direction without stepping over each other. "
Burke Davis
Partner, Sorenson Capital
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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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