Deciding on a CRM for your relationship-driven team
CRMs aren’t just for sales and marketing funnels. They’re revolutionizing how deals get done. While some CRMs excel at basic pipeline management, they fall short for the complex world of private capital investing. Attio is an easy-to-use workspace and deal management tool that may be a good fit for some teams but not for others. Let’s dive into a head-to-head comparison of Attio vs. Affinity to find out who comes out on top for private capital dealmaking.
Uncover valuable connections and intelligence–not just information–with relationship insights
Access comprehensive data with industry-leading data partnerships
Save time and increase data hygiene with email and calendar integration
Affinity vs. Attio CRM
Single source of truth for your data
Relationship intelligence
Automate data capture
Network insights with relationship intelligence
Confidently find warm introduction paths and increase the outreach of your engagement efforts with insights into your firm’s entire network of connections and engagement history to help find, manage, and close more deals faster.
Deal and relationship data in one place
Use a single platform to keep track of every detail about your connections, relationship strength, ongoing activities, and deals.
Integrated tech stack and CRM
Customize your software experience by integrating your most-used tools with your CRM platform.
Dealmaking with richer insights
Combine proprietary CRM datasets and external data partners to enrich your records with data that is directly relevant to making faster, more educated dealmaking decisions.
Retention of all contact history
Surface every interaction your team has had—dating back to the start of their inboxes—so you have a more complete picture of historical relationship context.
Optimized user experience
Flexible, intuitive user interface offers better experience for users and Administrators.
Improved dealmaking with reporting
Customize reporting and analytics dashboards to monitor and share your deal pipeline visually.
Automatic contact and company creation
Create contact and company profiles directly from inbox and calendar data.
Unlimited email and calendar accounts
Allow users to sync an unlimited number of email and calendar accounts, including Gmail, Outlook, and Exchange.
Industry experts you can rely on
Entrust your networking and relationship building needs to a market leader with long-standing industry expertise.
Ongoing support from knowledgeable teams
Work with customer success, onboarding, and technical support teams who are knowledgeable private capital experts.
Frequently Asked Questions
Why our customers love Affinity
Affinity eliminated the friction in our relationship management and deal pipelines. The platform has fundamentally changed for the better the way we operate.
Affinity is an out-of-the-box CRM solution… [It] has enabled us to, instead of us spending a lot of money on talent and building everything from the ground up, actually have something out-of-the-box that we can tailor and customize the way that we would like.
