# Affinity, Visible for Investors vs Copper Comparison | | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | 4.5 out of 5 | | **Total Reviews** | 72 | 10 | 1,157 | | **Largest Market Segment** | Small-Business (78.8% of reviews) | Small-Business (90.0% of reviews) | Small-Business (79.2% of reviews) | | **Entry Level Price** | No pricing available | Contact Us Per Year | Starting at $9.00 Per Month | --- ## Top Pros & Cons ### Affinity **Not enough data** ### Visible for Investors Pros: - Affordable (1 reviews) - Customer Support (1 reviews) Cons: - Feature Deficiency (1 reviews) - Poor Reporting (1 reviews) ### Copper Pros: - Ease of Use (27 reviews) - Gmail Integration (17 reviews) Cons: - Expensive (10 reviews) - Limited Features (10 reviews) --- ## Ratings Comparison | Rating | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Meets Requirements** | 8.4 (52 reviews) | 9.1 (9 reviews) | 8.7 (927 reviews) | | **Ease of Use** | 8.7 (53 reviews) | 9.8 (9 reviews) | 9.1 (938 reviews) | | **Ease of Setup** | 8.2 (24 reviews) | 8.3 (5 reviews) | 8.7 (442 reviews) | | **Ease of Admin** | 7.5 (21 reviews) | 9.7 (5 reviews) | 8.9 (417 reviews) | | **Quality of Support** | 8.8 (52 reviews) | 10.0 (8 reviews) | 8.6 (859 reviews) | | **Has the product been a good partner in doing business?** | 7.8 (21 reviews) | 9.7 (5 reviews) | 9.0 (412 reviews) | | **Product Direction (% positive)** | 9.0 (49 reviews) | 10.0 (9 reviews) | 9.0 (869 reviews) | --- ## Pricing ### Affinity #### Entry-Level Pricing No pricing available #### Free Trial Yes ### Visible for Investors #### Entry-Level Pricing Plan: Essential Price: Contact Us Per Year Description: For the venture firm that needs a founder friendly solution to centralize fund and company data. Key Features: - Collect portfolio data with the most founder-friendly solution - Customize dashboards built to power internal meetings - Build powerful reports to keep LPs up-to-date [Browse all 3 editions](https://www.g2.com/products/visible-for-investors/pricing) #### Free Trial No ### Copper #### Entry-Level Pricing Plan: Copper Starter Edition - Annual Price: Starting at $9.00 Per Month Description: Get started on the Google Workspace CRM with essential relationship management tools + Zapier. Key Features: - 1,000 contact limit - Google Workspace integration - Activity feed [Browse all 4 editions](https://www.g2.com/products/copper/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Affinity** | N/A | N/A | | **Visible for Investors** | N/A | N/A | | **Copper** | 8.1/10 | 756 | #### Sales Force Automation | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Contact & Account Management** | Not enough data | Not enough data | 8.9 (655 reviews) ✓ Verified | | **Partner Relationship Mgmt. (PRM)** | Not enough data | Not enough data | Feature Not Available | | **Opportunity & Pipeline Mgmt.** | Not enough data | Not enough data | 8.8 (658 reviews) ✓ Verified | | **Task / Activity Management** | Not enough data | Not enough data | 8.4 (656 reviews) ✓ Verified | | **Territory & Quota Management** | Not enough data | Not enough data | 7.6 (353 reviews) ✓ Verified | | **Desktop Integration** | Not enough data | Not enough data | 8.8 (534 reviews) ✓ Verified | | **Product & Price List Management** | Not enough data | Not enough data | 7.9 (337 reviews) | | **Quote & Order Management** | Not enough data | Not enough data | 7.6 (310 reviews) | | **Customer Contract Management** | Not enough data | Not enough data | 8.3 (403 reviews) | #### Marketing Automation | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Email Marketing** | Not enough data | Not enough data | 7.9 (435 reviews) ✓ Verified | | **Campaign Management** | Not enough data | Not enough data | Feature Not Available | | **Lead Management** | Not enough data | Not enough data | 8.6 (592 reviews) ✓ Verified | | **Marketing ROI Analytics** | Not enough data | Not enough data | Feature Not Available | #### Customer Support | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Case Management** | Not enough data | Not enough data | 8.2 (388 reviews) | | **Customer Support Portal** | Not enough data | Not enough data | 8.0 (397 reviews) | | **Knowledge Base** | Not enough data | Not enough data | 8.2 (452 reviews) | | **Call Center Features** | Not enough data | Not enough data | 7.8 (315 reviews) | | **Support Analytics** | Not enough data | Not enough data | 8.0 (351 reviews) | #### Reporting & Analytics | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Reporting** | Not enough data | Not enough data | 8.0 (561 reviews) ✓ Verified | | **Dashboards** | Not enough data | Not enough data | 8.3 (636 reviews) ✓ Verified | | **Forecasting** | Not enough data | Not enough data | 8.1 (472 reviews) ✓ Verified | #### Mobile & Social | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Social Collaboration Features** | Not enough data | Not enough data | 8.1 (348 reviews) ✓ Verified | | **Social Network Integration** | Not enough data | Not enough data | 8.1 (334 reviews) ✓ Verified | | **Mobile User Support** | Not enough data | Not enough data | 8.4 (470 reviews) ✓ Verified | #### Platform | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Customization** | Not enough data | Not enough data | 8.3 (321 reviews) ✓ Verified | | **Workflow Capability** | Not enough data | Not enough data | 8.4 (316 reviews) ✓ Verified | | **User, Role, and Access Management** | Not enough data | Not enough data | 8.6 (329 reviews) ✓ Verified | | **Internationalization** | Not enough data | Not enough data | 8.0 (196 reviews) ✓ Verified | | **Sandbox / Test Environments** | Not enough data | Not enough data | 7.7 (156 reviews) | | **Document & Content Mgmt.** | Not enough data | Not enough data | 7.7 (226 reviews) | | **Performance and Reliability** | Not enough data | Not enough data | 8.7 (328 reviews) ✓ Verified | | **Output Document Generation** | Not enough data | Not enough data | 7.8 (192 reviews) | #### Integration | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Data Import & Export Tools** | Not enough data | Not enough data | 8.6 (302 reviews) ✓ Verified | | **Integration APIs** | Not enough data | Not enough data | 8.2 (251 reviews) ✓ Verified | | **Breadth of Partner Applications** | Not enough data | Not enough data | 7.8 (238 reviews) ✓ Verified | #### Generative AI | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **AI Text Generation** | Not enough data | Not enough data | 6.3 (31 reviews) | #### Agentic AI - CRM | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | 8.3 (9 reviews) | | **Multi-step Planning** | Not enough data | Not enough data | 8.3 (9 reviews) | | **Cross-system Integration** | Not enough data | Not enough data | 8.3 (9 reviews) | | **Adaptive Learning** | Not enough data | Not enough data | 7.8 (9 reviews) | | **Natural Language Interaction** | Not enough data | Not enough data | 7.8 (9 reviews) | | **Proactive Assistance** | Not enough data | Not enough data | 8.3 (9 reviews) | | **Decision Making** | Not enough data | Not enough data | 8.5 (9 reviews) | ### Investment Portfolio Management | Product | Score | Reviews | |---|---|---| | **Affinity** | N/A | N/A | | **Visible for Investors** | 8.5/10 | 5 | | **Copper** | N/A | N/A | #### Functionality | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Customizable Reporting** | Not enough data | 8.3 (5 reviews) | Not enough data | | **Market Analytics** | Not enough data | Not enough data | Not enough data | | **Client Portal** | Not enough data | 8.7 (5 reviews) | Not enough data | | **Investment Accounting** | Not enough data | Not enough data | Not enough data | | **Real time ** | Not enough data | Not enough data | Not enough data | | **Compliance** | Not enough data | Not enough data | Not enough data | | **Customizable Reporting** | Not enough data | Not enough data | Not enough data | #### Integration | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Data aggregation** | Not enough data | Not enough data | Not enough data | | **Accounting Integration** | Not enough data | Not enough data | Not enough data | | **Risk Management** | Not enough data | Not enough data | Not enough data | #### Agentic AI - Investment Portfolio Management | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Multi-step Planning** | Not enough data | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | Not enough data | ### Venture Capital Management | Product | Score | Reviews | |---|---|---| | **Affinity** | 6.7/10 | 19 | | **Visible for Investors** | N/A | N/A | | **Copper** | N/A | N/A | #### Investment Management | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Investment Portfolio Management** | 7.0 (15 reviews) | Not enough data | Not enough data | | **Investment Analytics** | 6.4 (16 reviews) | Not enough data | Not enough data | | **Reporting** | 7.1 (18 reviews) | Not enough data | Not enough data | | **Cap Table Management** | 3.5 (12 reviews) | Not enough data | Not enough data | #### Fund Management | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Deal Flow Management** | 8.9 (19 reviews) | Not enough data | Not enough data | | **Limited Partner Management** | 8.2 (14 reviews) | Not enough data | Not enough data | | **Fund Administration** | 5.5 (11 reviews) | Not enough data | Not enough data | #### Agentic AI - Venture Capital Management | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Cross-system Integration** | Not enough data | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | Not enough data | ### Online Form Builder | Product | Score | Reviews | |---|---|---| | **Affinity** | N/A | N/A | | **Visible for Investors** | N/A | N/A | | **Copper** | N/A | N/A | #### Customization | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Custom Fields** | Not enough data | Not enough data | Not enough data | | **Conditional Logic** | Not enough data | Not enough data | Feature Not Available | | **Multi-page Forms** | Not enough data | Not enough data | Feature Not Available | | **Design** | Not enough data | Not enough data | Not enough data | #### Additional Functionality | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Embedded Forms** | Not enough data | Not enough data | Not enough data | | **Offline Capability** | Not enough data | Not enough data | Feature Not Available | | **Notifications** | Not enough data | Not enough data | Not enough data | | **Payments** | Not enough data | Not enough data | Feature Not Available | | **Mobile Forms** | Not enough data | Not enough data | Feature Not Available | ### Deal Sourcing | Product | Score | Reviews | |---|---|---| | **Affinity** | N/A | N/A | | **Visible for Investors** | N/A | N/A | | **Copper** | N/A | N/A | #### Deal Identification - Deal Sourcing | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Market Mapping** | Not enough data | Not enough data | Not enough data | | **Advanced Filters** | Not enough data | Not enough data | Not enough data | | **AI-Powered Search ** | Not enough data | Not enough data | Not enough data | | **Multi-Source Tracking** | Not enough data | Not enough data | Not enough data | #### Market Intelligence - Deal Sourcing | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Automated Data Enrichment** | Not enough data | Not enough data | Not enough data | | **Real Time Alerts** | Not enough data | Not enough data | Not enough data | | **Investment Trend Analysis** | Not enough data | Not enough data | Not enough data | | **Competitive Benchmarking** | Not enough data | Not enough data | Not enough data | | **Performance Metrics** | Not enough data | Not enough data | Not enough data | #### Workflow & Customization - Deal Sourcing | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Secure Document Sharing** | Not enough data | Not enough data | Not enough data | | **Third Party Integrations** | Not enough data | Not enough data | Not enough data | | **Customizable Dashboards** | Not enough data | Not enough data | Not enough data | | **Pipeline Management** | Not enough data | Not enough data | Not enough data | ### Google Workspace for Sales | Product | Score | Reviews | |---|---|---| | **Affinity** | N/A | N/A | | **Visible for Investors** | N/A | N/A | | **Copper** | N/A | N/A | #### Agentic AI - Google Workspace for Sales | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | Not enough data | ### Sales Performance Management | Product | Score | Reviews | |---|---|---| | **Affinity** | N/A | N/A | | **Visible for Investors** | N/A | N/A | | **Copper** | 8.4/10 | 5 | #### Agentic AI - Sales Performance Management | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | 8.0 (5 reviews) | | **Natural Language Interaction** | Not enough data | Not enough data | 8.0 (5 reviews) | | **Proactive Assistance** | Not enough data | Not enough data | 9.3 (5 reviews) | #### Incentives | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Badges** | Not enough data | Not enough data | Feature Not Available | | **Triggers** | Not enough data | Not enough data | 8.3 (5 reviews) | | **Commission Calculator** | Not enough data | Not enough data | 8.7 (5 reviews) | | **Leaderboards** | Not enough data | Not enough data | 8.3 (5 reviews) | #### Personalization | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Profiles** | Not enough data | Not enough data | Feature Not Available | | **Custom Reports** | Not enough data | Not enough data | 8.3 (5 reviews) | | **Dashboards** | Not enough data | Not enough data | 8.3 (5 reviews) | | **Goal Setting** | Not enough data | Not enough data | Feature Not Available | #### Administrative | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Integration** | Not enough data | Not enough data | 8.0 (5 reviews) | | **Employee Structure** | Not enough data | Not enough data | Feature Not Available | | **Behavior Monitoring** | Not enough data | Not enough data | 8.3 (5 reviews) | ### Email Tracking | Product | Score | Reviews | |---|---|---| | **Affinity** | N/A | N/A | | **Visible for Investors** | N/A | N/A | | **Copper** | N/A | N/A | #### Agentic AI - Email Tracking | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | Not enough data | #### Analytics | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Open Rates** | Not enough data | Not enough data | Not enough data | | **Link Activity** | Not enough data | Not enough data | Not enough data | | **Attachment Activity** | Not enough data | Not enough data | Feature Not Available | #### Customizations | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Email Platform Integration** | Not enough data | Not enough data | Not enough data | | **Email Scheduling** | Not enough data | Not enough data | Not enough data | | **Notifications** | Not enough data | Not enough data | Not enough data | | **Email Categorization** | Not enough data | Not enough data | Not enough data | | **Templates** | Not enough data | Not enough data | Not enough data | #### Generative AI | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **AI Text Generation** | Not enough data | Not enough data | Not enough data | ### Sales Analytics | Product | Score | Reviews | |---|---|---| | **Affinity** | N/A | N/A | | **Visible for Investors** | N/A | N/A | | **Copper** | N/A | N/A | #### Agentic AI - Sales Analytics | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | Not enough data | #### Data Sourcing | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Data Sourcing** | Not enough data | Not enough data | Not enough data | | **Exporting & Sharing Data** | Not enough data | Not enough data | Not enough data | | **Multi-Device Data Visualization** | Not enough data | Not enough data | Not enough data | | **Interactive Dashboards** | Not enough data | Not enough data | Not enough data | | **Data Segmentation** | Not enough data | Not enough data | Not enough data | #### Predictive Analytics | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Lead Scoring** | Not enough data | Not enough data | Not enough data | | **Opportunity Scoring** | Not enough data | Not enough data | Not enough data | | **Risk Analysis** | Not enough data | Not enough data | Feature Not Available | | **Live Forecasting** | Not enough data | Not enough data | Not enough data | #### Sales Management | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Live Pipeline Management** | Not enough data | Not enough data | Not enough data | | **Sales Gamification** | Not enough data | Not enough data | Not enough data | | **Account-Based Analytics** | Not enough data | Not enough data | Not enough data | | **Activity Tracking** | Not enough data | Not enough data | Not enough data | ### Financial Services CRM | Product | Score | Reviews | |---|---|---| | **Affinity** | 6.2/10 | 6 | | **Visible for Investors** | N/A | N/A | | **Copper** | N/A | N/A | #### Content | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Automation** | 7.8 (6 reviews) | Not enough data | Not enough data | #### Platform Additional Functionality | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Pre-Built Connectors** | 4.3 (5 reviews) | Not enough data | Not enough data | | **Dashboard** | 6.7 (6 reviews) | Not enough data | Not enough data | | **Cloud** | 6.3 (5 reviews) | Not enough data | Not enough data | | **Mobility** | 4.7 (5 reviews) | Not enough data | Not enough data | | **Messaging** | 2.7 (5 reviews) | Not enough data | Not enough data | #### Platform Reporting and Analytics | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Reporting** | 6.7 (6 reviews) | Not enough data | Not enough data | | **Forecasting** | 6.0 (5 reviews) | Not enough data | Not enough data | #### Customer Support | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Case Management** | 6.3 (5 reviews) | Not enough data | Not enough data | | **Customer Support Portal** | 7.7 (5 reviews) | Not enough data | Not enough data | | **Knowledge Base** | 7.2 (6 reviews) | Not enough data | Not enough data | | **Support Analytics** | 6.9 (6 reviews) | Not enough data | Not enough data | #### Marketing Automation | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Campaign Management** | 5.0 (5 reviews) | Not enough data | Not enough data | | **Lead Management** | 7.5 (6 reviews) | Not enough data | Not enough data | | **Marketing Analytics** | 5.0 (5 reviews) | Not enough data | Not enough data | #### Sales Force Automation | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Pipeline Management** | 8.1 (6 reviews) | Not enough data | Not enough data | | **Task Management** | 6.4 (6 reviews) | Not enough data | Not enough data | | **Product and Price List Management** | Not enough data | Not enough data | Not enough data | | **Quote and Order Management** | Not enough data | Not enough data | Not enough data | | **Contract Management** | Not enough data | Not enough data | Not enough data | #### Agentic AI - Financial Services CRM | Feature | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Decision Making** | Not enough data | Not enough data | Not enough data | --- ## Categories **Unique to Affinity (3):** [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management), [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [Deal Sourcing](https://www.g2.com/categories/deal-sourcing) **Unique to Visible for Investors (2):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management), [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management) **Unique to Copper (6):** [CRM Software](https://www.g2.com/categories/crm), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Google Workspace for Sales Software](https://www.g2.com/categories/google-workspace-for-sales) --- ## Reviewer Demographics ### By Company Size | Segment | Affinity | Visible for Investors | Copper | |---|---|---|---| | **Small-Business** | 78.8% | 90.0% | 79.2% | | **Mid-Market** | 18.2% | 10.0% | 17.2% | | **Enterprise** | 3.0% | 0% | 3.6% | ### By Industry #### Affinity - **Venture Capital & Private Equity:** 54.5% - **Financial Services:** 12.1% - **Computer Software:** 9.1% - **Investment Management:** 3.0% - **Investment Banking:** 3.0% - **Aviation & Aerospace:** 1.5% - **Banking:** 1.5% - **Capital Markets:** 1.5% - **Computer & Network Security:** 1.5% - **Design:** 1.5% - **Other:** 10.6% #### Visible for Investors - **Venture Capital & Private Equity:** 60.0% - **Investment Management:** 10.0% - **Information Technology and Services:** 10.0% - **Chemicals:** 10.0% - **Accounting:** 10.0% #### Copper - **Marketing and Advertising:** 11.7% - **Information Technology and Services:** 8.3% - **Computer Software:** 7.8% - **Real Estate:** 6.9% - **Financial Services:** 4.5% - **Construction:** 3.2% - **Internet:** 2.9% - **Management Consulting:** 2.9% - **Education Management:** 2.0% - **Non-Profit Organization Management:** 1.7% - **Other:** 48.2% --- ## Alternatives ### Alternatives to Affinity - [DealCloud](https://www.g2.com/products/dealcloud/reviews) — 4.3/5 stars (31 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (310 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews) - [Acquire.com](https://www.g2.com/products/acquire-com/reviews) — 4.9/5 stars (281 reviews) - [PitchBook](https://www.g2.com/products/pitchbook/reviews) — 4.5/5 stars (251 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews) - [4Degrees](https://www.g2.com/products/4degrees/reviews) — 4.5/5 stars (5 reviews) - [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews) - [Juniper Square](https://www.g2.com/products/juniper-square/reviews) — 4.7/5 stars (106 reviews) ### Alternatives to Visible for Investors - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (546 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (310 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (275 reviews) - [Juniper Square](https://www.g2.com/products/juniper-square/reviews) — 4.7/5 stars (106 reviews) - [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (123 reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews) - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews) - [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews) - [Betterment Advisor Solutions](https://www.g2.com/products/betterment-advisor-solutions/reviews) — 4.4/5 stars (64 reviews) ### Alternatives to Copper - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1426 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3043 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1232 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25784 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1112 reviews) - [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (951 reviews) - [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (477 reviews) - [Salesflare](https://www.g2.com/products/salesflare/reviews) — 4.8/5 stars (302 reviews) --- ## Top Discussions ### Affinity No discussions available for this product. ### Visible for Investors No discussions available for this product. ### Copper - Title: [What is copper CRM?](https://www.g2.com/discussions/what-is-copper-crm) — 2 comments > **Top comment:** "Contact relationship management" - Title: [How seamless is the Gmail/Google Apps integration?](https://www.g2.com/discussions/how-seamless-is-the-gmail-google-apps-integration) — 2 comments, 1 upvote > **Top comment:** "ProsperWorks is built in and around Google Apps. It tightly integrates with Gmail, Calendar and Google Drive, minimizing the amount of data entry and..." - Title: [What is copper app?](https://www.g2.com/discussions/what-is-copper-app) — 1 comment > **Top comment:** "It is a CRM that works with Google Workspaces. It tracks sales, leads in your pipeline, tasks with your clients/projects, and you can email/set up..." - Title: [How is copper used in CRM?](https://www.g2.com/discussions/how-is-copper-used-in-crm) — 1 comment > **Top comment:** "Yea " - Title: [Whats the easiest way to save my notes](https://www.g2.com/discussions/whats-the-easiest-way-to-save-my-notes) — 1 comment, 1 upvote > **Top comment:** "Don't bother using Copper. Their customer support is horrible!" --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/affinity-vs-visible-for-investors-vs-copper)