# Is Copper or DealCloud the right CRM for your firm?

## Choosing the right CRM

Copper and DealCloud are both popular CRM platforms for deal and sales teams that help teams manage their most valuable relationships and deal flow pipelines. If you’re looking to move away from managing contacts in Excel spreadsheets, both of these CRMs are good options.

Both Copper and DealCloud have their strengths and weaknesses, however, and one may fit your firm better than the other. Especially if you’re looking for features like relationship intelligence and automated data capture, you’ll want to assess a few potential CRMs to find one that meets all of your requirements.

Is Copper or DealCloud the better option for your firm’s relationship management needs? Read on to learn how these two popular software tools compare against each other and Affinity.

### Copper vs. DealCloud

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**Single source of truth for your data**

**Relationship intelligence**

**Completely automated data capture**

Eliminate manual data entry

Automatically pull in contact data from any email and calendar client.

Get up and running fast

Deploy your new CRM quickly so your team can start realizing the benefits right away.

Reduce additional costs

Deploy your new CRM and customize it to your needs easily, without IT involvement or reaching out to customer support.

Manage relationships with ease

Experience an intuitive and familiar user interface and use your CRM right out of the box—no additional training required.

Access real-time insights

Get insights from real-time analytics dashboards when they matter most—in the moment.

Use multi-platform integrations

Integrate your CRM with the tech stack your team is already using.

See the whole history of your relationships

Review every interactions with a client—across your team and across the entire history of the relationship.

## Frequently Asked Questions

Why businesses choose Copper

Why businesses choose DealCloud

Where do Copper and DealCloud come up short?

Why choose Affinity over Copper and DealCloud?

## Why our customers love Affinity

"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

"We're using Affinity, and we have a way better view of our network and of who we know; and what, when, why we know these people, because previously, we didn't. Now, we have a more effective method of engaging with the people we know, and getting productivity out of that."

Leo Walde

Partner, Armira

"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."

Michael Lamm

Co-founder & Managing Partner, CAS

"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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