TrustRadius

Affinity CRM vs. OMS Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Affinity CRM
Score 9.2 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
OMS Platform
Score 0.0 out of 10
N/A
The OMS platform is a financial services CRM designed so that advisers can dedicate their time to what really matters, providing the best advice and maintaining close relationships with their clients, and is an internal CRM system used to organise clients applications.N/A
Pricing
Affinity CRMOMS Platform
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 CRMOMS Platform
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 CRMOMS Platform
Best Alternatives
Affinity CRMOMS Platform
Small Businesses
MethodCRM
MethodCRM
Score 9.2 out of 10
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies
Zendesk Sell
Zendesk Sell
Score 9.7 out of 10

No answers on this topic

Enterprises
Conversica
Conversica
Score 4.0 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Affinity CRMOMS Platform
Likelihood to Recommend
9.1
(4 ratings)
-
(0 ratings)
Likelihood to Renew
10.0
(1 ratings)
-
(0 ratings)
Support Rating
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Affinity CRMOMS Platform
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.
Tom Wondra | TrustRadius Reviewer
Tom Wondra
Consultant / Senior Account Executive
Read full review
One Mortgage System Ltd (OMS)
No answers on this topic
Pros
Affinity (Project Affinity, Inc.)
  • Organization
  • Data Housing
  • Exporting Data
GA
Greg Antonelli
Investor Realtions Senior Associate
Read full review
One Mortgage System Ltd (OMS)
No answers on this topic
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
Andrew Bouldin | TrustRadius Reviewer
Read full review
One Mortgage System Ltd (OMS)
No answers on this topic
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.
Tom Wondra | TrustRadius Reviewer
Tom Wondra
Consultant / Senior Account Executive
Read full review
One Mortgage System Ltd (OMS)
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.
Tom Wondra | TrustRadius Reviewer
Tom Wondra
Consultant / Senior Account Executive
Read full review
One Mortgage System Ltd (OMS)
No answers on this topic
Alternatives Considered
Affinity (Project Affinity, Inc.)
Affinity is the bridge that links our communication through our software workflow.
Verified User
Anonymous
Read full review
One Mortgage System Ltd (OMS)
No answers on this topic
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.
GA
Greg Antonelli
Investor Realtions Senior Associate
Read full review
One Mortgage System Ltd (OMS)
No answers on this topic
ScreenShots