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

## Choosing the right CRM

Firms managing complex, long-term deals rely on their customer relationship management platforms to help them track and leverage relationships over the course of lengthy deal lifecycles. Because of the level of complexity and depth required of these deals in financial and professional services, teams require more than just the functionality of an Excel spreadsheet or an Excel substitute that serves as little more than a contact database.

They need a platform that offers automation, customizable workflows, automated data capture, and, most importantly, relationship intelligence—insights into your team’s network, business relationships, and customer interactions that help you find, manage, and close deals.

But with so many options in a sea of SaaS CRM platforms, how can your firm research, assess, and ultimately select the CRM software that will best meet your business needs? And how do you know your chosen platform won’t require extensive customization to work for you?

To make the search simpler, in this article, we’ll review key features of three CRM solutions that you may be considering: Copper CRM, Pipedrive, and [Affinity](https://www.g2.com/products/affinity-relationship-intelligence/reviews). You can also use our [Ultimate Buyers Guide to CRM for VC](https://www.affinity.co/guides-and-whitepapers/vc-crm-buyers-guide) to build your requirement checklist.

### Copper CRM vs. Pipedrive

**Single source of truth for your data**

**Relationship intelligence**

**Completely automated data capture**

**Simple onboarding**  
Use your CRM quickly without having to spend months waiting for customization or training.

**Easily customize your pipeline management**  
Track deal lifecycles with fully adaptable and flexible pipelines that work the way your team does.

**Automate data collection**  
Save time on manual data entry with automated technology that works directly with any calendar or ISP.

**Rely on relationship intelligence**  
Get actionable recommendations that help support your existing relationships and guide you to your next warm introduction.

**Deliver reports automatically**  
Build customizable analytics dashboards that update in real-time to track and evaluate the data that matters most to your team.

**Integrate third-party applications**  
Sync your customer relationship management software to other components of your firm’s tech stack, such as Slack and Dropbox.

**Trust customer support for timely help**  
Rely on skilled help and extensive knowledge bases for troubleshooting time-sensitive issues.

**Take your work with you**  
Access your network using mobile apps on Android and iOS.

## Frequently Asked Questions

- Why firms choose Copper
- Why firms choose Pipedrive
- Where do Copper and Pipedrive come up short?
- Why choose Affinity over Copper and Pipedrive?

## 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  
[Read case study](https://www.affinity.co/case-studies/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  
[Read case study](https://www.affinity.co/comparison/copper-vs-pipedrive#)

"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  
[Read case study](https://www.affinity.co/case-studies/cas)

"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  
[Read case study](https://www.affinity.co/case-studies/ieg)

"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  
[Read case study](https://www.affinity.co/case-studies/woodside-capital-partners)

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