Affinity vs. Agile CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Affinity
Score 9.1 out of 10
N/A
Affinity (or Project Affinity) headquartered in San Francisco supplies pipeline automation with automatic data and file capture with deduplication, task reminders, sales team efficiency reporting, as well as the platform's machine learning collective intelligence engine for judging the relationship strength salespersons are developing or to uncover the next best lead to contact.N/A
Agile CRM
Score 7.8 out of 10
N/A
Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.
$8.99
*per user per month
Pricing
AffinityAgile CRM
Editions & Modules
No answers on this topic
Starter
$8.99
*per user per month
Regular
$29.99
*per user per month
Enterprise
$47.99
*per user per month
Free
Free
for 10 users
Offerings
Pricing Offerings
AffinityAgile CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details*pricing for 2 year plan.
More Pricing Information
Features
AffinityAgile CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Affinity
-
Ratings
Agile CRM
3.2
19 Ratings
82% below category average
Customer data management / contact management00 Ratings3.619 Ratings
Workflow management00 Ratings5.516 Ratings
Territory management00 Ratings2.311 Ratings
Opportunity management00 Ratings3.416 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings1.118 Ratings
Contract management00 Ratings4.211 Ratings
Quote & order management00 Ratings3.512 Ratings
Interaction tracking00 Ratings3.718 Ratings
Channel / partner relationship management00 Ratings1.79 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Affinity
-
Ratings
Agile CRM
1.8
16 Ratings
123% below category average
Case management00 Ratings1.814 Ratings
Call center management00 Ratings1.814 Ratings
Help desk management00 Ratings1.816 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Affinity
-
Ratings
Agile CRM
3.3
19 Ratings
78% below category average
Lead management00 Ratings5.418 Ratings
Email marketing00 Ratings1.119 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Affinity
-
Ratings
Agile CRM
3.6
17 Ratings
71% below category average
Task management00 Ratings4.915 Ratings
Billing and invoicing management00 Ratings1.410 Ratings
Reporting00 Ratings4.417 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Affinity
-
Ratings
Agile CRM
1.4
18 Ratings
138% below category average
Forecasting00 Ratings1.314 Ratings
Pipeline visualization00 Ratings1.916 Ratings
Customizable reports00 Ratings1.117 Ratings
Customization
Comparison of Customization features of Product A and Product B
Affinity
-
Ratings
Agile CRM
4.1
19 Ratings
59% below category average
Custom fields00 Ratings3.919 Ratings
Custom objects00 Ratings6.013 Ratings
Scripting environment00 Ratings1.49 Ratings
API for custom integration00 Ratings5.011 Ratings
Security
Comparison of Security features of Product A and Product B
Affinity
-
Ratings
Agile CRM
5.9
16 Ratings
34% below category average
Single sign-on capability00 Ratings5.915 Ratings
Role-based user permissions00 Ratings5.916 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Affinity
-
Ratings
Agile CRM
3.0
12 Ratings
83% below category average
Social data00 Ratings3.012 Ratings
Social engagement00 Ratings3.012 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Affinity
-
Ratings
Agile CRM
5.2
14 Ratings
32% below category average
Marketing automation00 Ratings6.514 Ratings
Compensation management00 Ratings3.89 Ratings
Platform
Comparison of Platform features of Product A and Product B
Affinity
-
Ratings
Agile CRM
8.2
14 Ratings
9% above category average
Mobile access00 Ratings8.214 Ratings
Best Alternatives
AffinityAgile CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Clari
Clari
Score 8.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Clari
Clari
Score 8.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
AffinityAgile CRM
Likelihood to Recommend
9.1
(7 ratings)
3.9
(20 ratings)
Likelihood to Renew
10.0
(1 ratings)
10.0
(2 ratings)
Usability
10.0
(1 ratings)
2.1
(10 ratings)
Availability
-
(0 ratings)
10.0
(1 ratings)
Performance
-
(0 ratings)
10.0
(1 ratings)
Support Rating
9.3
(4 ratings)
1.1
(10 ratings)
Online Training
-
(0 ratings)
10.0
(1 ratings)
Implementation Rating
-
(0 ratings)
10.0
(1 ratings)
Configurability
-
(0 ratings)
10.0
(1 ratings)
Ease of integration
-
(0 ratings)
10.0
(1 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
Vendor post-sale
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
AffinityAgile CRM
Likelihood to Recommend
Affinity
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.
Read full review
Agile CRM
Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.
Read full review
Pros
Affinity
  • Almost all of Adobe Photoshop's features for a fraction of the cost. It was an easy decision for our organization.
  • The interface and most of the features are an almost mirror image of Photoshop. Flat fees instead of high yearly fees are much more desirable for our small team.
  • They have a great support forum for the little one-offs that aren't quite like the Photoshop app, or don't have the same exact name as Photoshop. The forum really helps when this happens. The YouTube support from the company and other users has been very helpful as well.
  • I use Sketch as my primary vector design tool. Affinity allows me to take a .ai, .eps, or other proprietary format and convert it to .svg for use/manipulation with Sketch and back. I can't say enough for this feature. It has helped me stay less pigeon-holed into Adobe products, which have lacked innovation for a long time in my opinion.
Read full review
Agile CRM
  • The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
  • I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
  • Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
Read full review
Cons
Affinity
  • Sometimes interacting with a large data set is a little buggy, i.e. choppy when navigating the page.
  • It would be nice to have a feature, where the status of an opportunity changes automatically when a certain thing happens. For instance, when I send a cold email, the status of a prospect would change from "identified" to "contacted."
Read full review
Agile CRM
  • The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
  • Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
  • At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
  • The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.
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Likelihood to Renew
Affinity
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.
Read full review
Agile CRM
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
Read full review
Usability
Affinity
For a regular user of Photoshop, Affinity is a very easy transition. It has all the same features and once you adapt to it, and it provides a quick return on investment.
Read full review
Agile CRM
Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
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Reliability and Availability
Affinity
No answers on this topic
Agile CRM
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
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Performance
Affinity
No answers on this topic
Agile CRM
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
Read full review
Support Rating
Affinity
I have not had much opportunity to go directly to support, but the training modules that are employed by the company are fantastic. I also find that if I need to understand something, there is always another user ready and willing to share their secrets. As this tool becomes more accepted local communities will also start to organize
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Agile CRM
The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
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Online Training
Affinity
No answers on this topic
Agile CRM
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
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Implementation Rating
Affinity
No answers on this topic
Agile CRM
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
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Alternatives Considered
Affinity
Affinity is the bridge that links our communication through our software workflow.
Read full review
Agile CRM
It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
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Scalability
Affinity
No answers on this topic
Agile CRM
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
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Return on Investment
Affinity
  • Helps me best manage my relationships, which is a high ROI.
  • Saves me time on data entry which is important to me.
Read full review
Agile CRM
  • It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
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ScreenShots