Should you choose Affinity or Copper CRM for your firm?

Copper CRM is a cloud-based CRM designed with speed and simplicity in mind. It works best as part of the Google Workspace software family and as such feels like a Google product such as Google Drive or Google Docs—easy to navigate, functional, and familiar. This familiarity means that teams can deploy and start using Copper for contact management, project management, pipeline management, or lead management quickly. Copper is a lightweight platform designed for speed and efficiency; it’s perfect for small businesses or fast-moving sales teams. Dealmaking teams that manage complex relationships and nonlinear deals over the course of many months, or even years, may find that Copper lacks the deep insights or automation features required to navigate the deals that define their firm.See more reviews for Affinity vs. Copper.

‍Like Copper CRM, Affinity can be deployed quickly—sometimes in as little as a few days; its user-oriented design makes the platform feel as simple as a spreadsheet, but the platform’s underlying technology is purpose-built for complex dealmakers in professional and financial services industries, including private equity, venture capital, investment banking, and commercial real estate.Affinity’s relationship intelligence—insights that help your team find, manage, and close more deals—combines all of the contact data that it automatically captures from your team’s email inboxes, calendars, and meetings (whether they’re using Google products or not) with industry-specific data partners and its own proprietary data enrichment to provide greater context into every relationship and every deal in your collective network.If you’re still unsure about which CRM is the right fit for your business, check out these Copper CRM alternatives.

Traditional sales CRM platforms end up functioning more like a database than tools built for business intelligence. Simply storing contact and deal data is no longer enough, which is why dealmakers are transitioning to relationship intelligence CRM platforms to support their deals. The insights provided by platforms like Affinity are no longer add-ons, they’re table stakes for tech-forward teams that want to get—and stay—ahead of the competition. Here are a few ways teams are using Affinity’s relationship intelligence to build a better business and close more deals:

• Custom trials using real company data enable you to get a more tangible view into how Affinity impacts your unique day-to-day workflows—and when you’re ready to fully migrate, all of your information is already in your new CRM—saving time on deployment and training.
• Easily customizable views of relationship and deal data mean your team can quickly make changes to your CRM at any time so they continue to fit your specific preferences and workflows.
• Native reporting and analytics functionality allow you to build reports to monitor forecasting, team productivity, deal flow, KPIs, and make more data-driven decisions to improve your business.
• Flexible integration options ensure your CRM is the foundation of your tech stack. Connect your other software to your CRM—from email providers like Gmail or Outlook to email marketing, marketing automation, task management, and anything else your team depends on.
• Automated reminders and triggers ensure you never miss a follow-up with an important contact.
• Relationship intelligence is drawn from a combination of your team’s collective network—from customer interactions, meetings, phone calls, notes logged from exchanges on social media platforms like LinkedIn and Twitter, and everything in between—to give your team paths to new warm introductions and opportunities.

Flexible pricing options provide teams with the versatility to pick the features they need. Affinity Advanced tier—the most popular solution—provides teams the broadest and most valuable Affinity offerings.

• Automatic people and company record enrichment with hard to find insights
• Sourcing and deal management CRM extensions
• Analytical reports and dashboards built to improve deal quality and velocity
• Customizable user and content based permissions
• SSO (Single Sign On)
• Additional support and service options

Alternative pricing options are also available with different combinations of features. Reach out to our sales team today to find the options that suit your needs.

Transactional CRM platforms can be good solutions for small businesses and SaaS sales teams, and there are dozens of options for sales-focused CRM platforms on the market built to be used across industries.

CRM platforms like Copper CRM can be easily learned by teams in any space to consolidate deal and contact management in a single source of truth. Unfortunately, the majority of these platforms require manual upkeep and can quickly fall into disuse no matter how easy they are to navigate. Combining ease-of-use with automated data capture frees teams from the drudgery of data entry and gives them time to focus on the relationships that shape their deals. Teams with shorter deal flow pipelines and simple sales processes can be fairly successful with Copper CRM and be up and running quickly to manage their data in a neat, presentable way.

If your team is looking for a true relationship management platform that is easy to use and can be up and running quickly——yet is still sophisticated enough to manage complex, years-long relationships and your complete relationship network—choose Affinity.