Sales professionals in equity businesses are always in search of platforms that can assist them in their day-to-day tasks, such as prospecting, lead generation, and customer relationship management (CRM). CRM refers to the process of managing customer interactions to improve customer satisfaction, retention, and sales. It is a vital solution for sales professionals, as it helps them to:
- Streamline the sales process
- Keep track of their leads, prospects & customers
- Improve customer interactions
- Enable better reporting and analytics
However, with so many CRM platforms available in the market, it can be challenging to choose the right one forequity businesses. That's why in this blog, we will provide a DealCloud CRM comparison with another leading platform: HubSpot - to help you decide what fits your workflow best.
DealCloud CRM:
- Target Audience: Primarily tailored for financial services firms.
- Key Features:
Deal tracking and management.
Relationship mapping.
Customizable workflows.
Advanced analytics and CRM consulting support
Supports integrations with data enrichment providers and financial intelligence tools
- Integration:Integrates with Microsoft Outlook, Microsoft Office Suite, Salesforce, and other third-party financial and analytics tools.
One of the best CRMs for private equity,Dealcloud has enhanced its capabilities with advisory-focused CRM consulting and enrichment integrations designed specifically for equity deal workflows. These integrations enable tighter coordination across sourcing, origination, and investor communications.
HubSpot CRM:
- Target Audience: Suited for businesses of all sizes across industries.
- Key Features:
Marketing automation.
Email tracking.
Social media management.
AI-powered assistants like ChatSpot and Breeze Copilot for real-time call insights and contact enrichment
Account-Based Marketing (ABM) execution tools embedded in Enterprise tier
- Integration:Offers seamless integration with Gmail, Zapier, Shopify, Slack, Mailchimp, Salesforce, WordPress, and over 1,500 apps via the HubSpot App Marketplace.
HubSpot offers GenAI-trained assistants and robust ABM capabilities, making it highly effective for precision targeting in equity outreach. This is a strong differentiator when evaluating HubSpot vs DealCloud features.
Differentiating Features:
Both DealCloud and HubSpot offer robust CRM features, but there are some differences between them. Here is a comparison between the platforms to help you understand the differences:
| Focus | DealCloud CRM | HubSpot CRM |
| Specialization | Financial services firms, private equity, investment banking | Businesses of all sizes across various industries |
| Deal Pipeline | Comprehensive deal tracking and management | Alignment of sales and marketing efforts |
| Free Tools | Not available | Includes contact management, email tracking, meeting scheduler, live chat, chatbot builder, ticketing, and more |
| Data Management | Advanced data integration and enrichment for informed deal insights | Enriched by GenAI-trained CRM agents for guided sales actions |
| Integrations | Integrates with Microsoft Outlook, Office Suite, Salesforce, and 800+ apps via Albato | Over 1,500 integrations available through the HubSpot App Marketplace, including Gmail, Zapier, Shopify, Slack, Mailchimp, Salesforce, WordPress |
| API Access | Offers REST APIs for custom integrations and workflow automation | Provides robust API access across all tiers, including the free version - with varying level of features & limits |
| AI Capabilities | Limited AI features; primarily focuses on data enrichment and analytics | Integrated AI tools like ChatSpot and Breeze Copilot for content creation, prospecting, and automation |
| Hidden Features | Advanced reporting with customizable dashboards, pivot grids, and bubble charts | AI writing assistant, predictive lead scoring, customizable chatflows, and behavior-based segmentation |
| Learning Curve | Steeper learning curve due to specialized nature | Limited specialization for private equity |
| Customization | Customization may require additional time/resources | Some advanced reporting features may need additional setup |
Getting the Most from Your CRM Investment
Choosing the right CRM platform is only half the battle. Real success depends on how well your team can activate that CRM - through clean, enriched data, intelligent targeting, and consistent engagement with the right stakeholders. That’s where expert support makes all the difference.
How BizKonnect Can Support Your CRM Journey
Whether you choose DealCloud CRM for its financial services precision or HubSpot for its marketing automation and ABM power, BizKonnect helps you unlock the full potential of your CRM with:
CRM Consulting & Implementation: We guide equity firms in designing CRM workflows that mirror real-world deal dynamics - across sourcing, due diligence, and LP communications.
Data Enrichment at Scale: Our real-time enrichment engine ensures your CRM is always up-to-date with verified, contextual company and contact insights.
GenAI-Trained Analysts: We add a human-plus-AI layer to help prioritize leads, detect decision-making units (DMUs), and map internal hierarchies within target accounts.
ABM Execution with Org Intelligence: We build actionable org charts, identify influencers and budget holders, and enable role-based targeting with personalized messaging.
Pipeline Velocity Boost: From top-of-funnel targeting to conversion acceleration, we enable sales teams to move faster with better intelligence at every stage.
Post-Implementation Data Hygiene: Our team continuously cleans, updates, and audits your CRM data to ensure high usability and alignment with evolving business needs.
In short, BizKonnect transforms your CRM into a strategic sales engine - one that’s intelligent, scalable, and aligned to the needs of equity business development.
For equity business services firms requiring highly specialized features for deal management and relationship intelligence, DealCloud stands out as the preferred choice. It’s purpose-built for financial workflows and benefits from integrations that enhance sourcing and investor alignment. It's no wonder it's often seen as the best CRM for private equity.
Meanwhile, HubSpot is ideal for those looking to scale sales and marketing in parallel, particularly when personalization and automation are priorities. With built-in ABM tools and GenAI-powered assistants, it offers a flexible foundation for equity teams running targeted, high-volume campaigns. These unique capabilities make it a compelling consideration when comparing HubSpot vs DealCloud features.
As you evaluate the HubSpot vs DealCloud CRM comparison, don’t overlook the power of implementation, enrichment, and execution. With a partner like BizKonnect, you can go beyond CRM installation to CRM impact - using data, AI, and industry context to convert relationships into revenue.
Choose wisely to empower your sales team and drive business growth.