Affinity CRM vs. enVisual360

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Affinity CRM
Score 9.1 out of 10
N/A
Affinity 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
Score 8.0 out of 10
N/A
A 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
Community Pulse
Affinity CRMenVisual360
Best Alternatives
Affinity CRMenVisual360
Small Businesses
Method:CRM
Method:CRM
Score 9.4 out of 10
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Medium-sized Companies
Conversica
Conversica
Score 4.1 out of 10

No answers on this topic

Enterprises
Conversica
Conversica
Score 4.1 out of 10

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.
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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.
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Pros
Affinity (Project Affinity, Inc.)
  • Organization
  • Data Housing
  • Exporting Data
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enSynergy Professional Services
  • Compay & Trust Management
  • Transaction monitoring and insights
  • Asset Management
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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
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enSynergy Professional Services
  • UI/UX
  • License Pricing
  • Change Management
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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.
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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.
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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.
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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.
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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.
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enSynergy Professional Services
  • 5% growth in overall profit
  • 10% reduction in manpower
  • More comprehensive dashboards and MIS reports
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ScreenShots