Affinity CRM vs. Zinnia SmartOffice

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

It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word.

Incentivized

• Organization
• Data Housing
• Exporting Data

Incentivized

• organized
• user friendly
• effective
• helpful
• transparent

Incentivized

• More prompts to update and sort new connections
• More visual appeal on each listing on a list
• An Outlook desktop app plugin

Incentivized

• The interface could be more user friendly
• Some of its functionality is hard to use and/or hard to find
• There are alot of field that we do not use that do not appear to be able to be deleted
• It can sometimes be difficult to add new functionality

Incentivized

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

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

Affinity is the bridge that links our communication through our software workflow.

Incentivized

While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change

Incentivized

• 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

• organization
• productivity
• effeciency

Incentivized