TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Affinity CRM

    Score9.2 out of 10
    N/AAffinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

    $2,000

    per year per user

    enVisual360

    Score8 out of 10
    N/AA modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed, and is offered in both an entry-level Boutique version to the larger Enterprise edition. enVisual360 is a product from enSynergy Professional Services in Doncaster.N/A
    Pricing
    Affinity CRMenVisual360
    Editions & Modules
    Essential
    $2000
    per year per user
    Scale
    $2300
    per year per user
    Advanced
    $2700
    per year per user
    Enterprise
    Contact
    No answers on this topic
    Offerings
    Pricing Offerings
    Affinity CRMenVisual360
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Best Alternatives
    Affinity CRMenVisual360
    Small Businesses
    Hunter
    Score7.8 out of 10
    No answers on this topic
    Medium-sized Companies
    Podium
    Score7 out of 10
    No answers on this topic
    Enterprises
    No answers on this topic
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Affinity CRMenVisual360
    Likelihood to Recommend
    9.1
    (4 ratings)
    8.0
    (1 ratings)
    Likelihood to Renew
    10.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Affinity CRMenVisual360
    Likelihood to Recommend
    Affinity Project Affinity Inc.
    Nudge.ai is well suited for individual contributors without enough time or resource to do proper research on clients/prospects. It may work as well for larger teams, but I don't have experience using Nudge.ai in that environment. Nudge.ai is easy to use, so the onboarding and ramp-up time is quick.
    Incentivized
    Read full review
    enSynergy Professional Services
    It is well suited for a small to medium size organization with 0 to 200 employees. It is well suited where customer is willing to share financials with SaaS based application. It is not suited for organization who want lot if customizations as per their business needs as this software works on mostly standard business processes.
    Read full review
    Pros
    Affinity Project Affinity Inc.
    • Organization
    • Data Housing
    • Exporting Data
    Incentivized
    Read full review
    enSynergy Professional Services
    • Compay & Trust Management
    • Transaction monitoring and insights
    • Asset Management
    Read full review
    Cons
    Affinity Project Affinity Inc.
    • More prompts to update and sort new connections
    • More visual appeal on each listing on a list
    • An Outlook desktop app plugin
    Incentivized
    Read full review
    enSynergy Professional Services
    • UI/UX
    • License Pricing
    • Change Management
    Read full review
    Likelihood to Renew
    Affinity Project Affinity Inc.
    We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai.
    Incentivized
    Read full review
    enSynergy Professional Services
    No answers on this topic
    Support Rating
    Affinity Project Affinity Inc.
    Nudge.ai is fairly intuitive, so the need for support is minimal. I have only had to reach out to the support team a couple of times for minor issue. The response has been quick and issues resolved to my satisfaction in a reasonable time frame. I have no issues with Nudge support at this time.
    Incentivized
    Read full review
    enSynergy Professional Services
    No answers on this topic
    Alternatives Considered
    Affinity Project Affinity Inc.
    Affinity is the bridge that links our communication through our software workflow.
    Incentivized
    Read full review
    enSynergy Professional Services
    enVisual360 is more of a finance management tool whereas SAP HANA Cloud is comprehensive enterprise management ERP solution. enVisual360 is relatively easy to use solution. enVisual360 is very much economical as compared to SAP HANA Cloud. enVisual360 has low scope of customizations as compared to SAP HANA Cloud. Overall enVisual360 is suited for organizations with employee count 0 to 100.
    Read full review
    Return on Investment
    Affinity Project Affinity Inc.
    • Hard to quantify - I know my job would be exponentially more difficult if I didn't have it.
    • Affinity frees someone in business development or sales of the endless spreadsheets needed to track pipeline progress.
    Incentivized
    Read full review
    enSynergy Professional Services
    • 5% growth in overall profit
    • 10% reduction in manpower
    • More comprehensive dashboards and MIS reports
    Read full review
    ScreenShots