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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

    unLocked CRM

    N/AN/AunLocked CRM is an insurance-native platform that combines CRM, AI-powered quoting, commission tracking, licensing management, and a built-in power dialer into a single system — purpose-built for independent agents, agencies, IMOs, and FMOs. The platform connects to 1,228+ carriers for real-time life, annuity, health, Medicare, and ancillary quoting, and tracks commissions across 332 carriers with automated reconciliation. Every workflow — from lead capture to policy placement to…

    $69.99

    per month per user

    Pricing
    Affinity CRMunLocked CRM
    Editions & Modules
    Essential
    $2000
    per year per user
    Scale
    $2300
    per year per user
    Advanced
    $2700
    per year per user
    Enterprise
    Contact
    Core
    $69.99
    per month per user
    Pro
    $149.99
    per month per user
    Offerings
    Pricing Offerings
    Affinity CRMunLocked CRM
    Free Trial
    NoYes
    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 CRMunLocked CRM
    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 CRMunLocked CRM
    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 CRMunLocked CRM
    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
    unLocked CRM
    No answers on this topic
    Pros
    Affinity Project Affinity Inc.
    • Organization
    • Data Housing
    • Exporting Data
    Incentivized
    Read full review
    unLocked CRM
    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
    Incentivized
    Read full review
    unLocked CRM
    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.
    Incentivized
    Read full review
    unLocked CRM
    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
    unLocked CRM
    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
    unLocked CRM
    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.
    Incentivized
    Read full review
    unLocked CRM
    No answers on this topic
    ScreenShots

    unLocked CRM Screenshots

    Screenshot of where to pull and compare rates from 1,228+ carriers using natural language in seconds.Screenshot of the AI assistant that handles quoting, underwriting, and client communication tasks.Screenshot of where to build and manage automated workflows for renewals, follow-ups, and client tasks.