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Affinity CRM

Score9.2 out of 10

53 Reviews and Ratings

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What is Affinity CRM?

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.

Categories & Use Cases

Reviews

What users are saying about Affinity CRM.
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Simple and Effective Application

Incentivized
Greg Antonelli
Investor Realtions Senior Associate at Altriarch Capital Management (11-50 employees employees)

Pros

  • Organization
  • Data Housing
  • Exporting Data

Cons

  • 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."

Most Important Features

  • Data Housing
  • Pipeline Management
  • Logging interactions

Return on Investment

  • 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.

Alternatives Considered

Salesforce Lightning Platform (formerly Salesforce App Cloud)

Other Software Used

Microsoft Excel, Rippling, Expensify

Affinity is the Best CRM for Venture Capital Firms

Incentivized
Andrew Bouldin
Principal in Finance and Accounting at FCA Venture Partners (1-10 employees employees)

Pros

  • Outlook Integration
  • Easy to Use Design
  • Easy exporting of data
  • Allies with other contacts is a cool feature

Cons

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

Return on Investment

  • Helps me best manage my relationships, which is a high ROI.
  • Saves me time on data entry which is important to me.

Alternatives Considered

SalesforceIQ CRM

Other Software Used

QuickBooks Online

Intel For Target Companies and Individuals

Incentivized
Tom WondraView profile
Consultant / Senior Account Executive in Sales at Givenly (1-10 employees employees)

Pros

  • Locates social media and news mentions of target companies and individuals
  • Integrates seamlessly with Gsuite Gmail
  • Info is presented in a very user-friendly manner

Cons

  • The Gsuite add-on can be a little intrusive in that it takes up screen real estate
  • Web dashboard is a little busy, so it can be overwhelming out the gate
  • Some of the features are only available with the paid subscription—giving a "taste" would be helpful in assessing whether to pay or not

Return on Investment

  • Haven't quantified, but saves hours of personal time researching.
  • Keeping contacts/prospects top of mind keeps them from slipping away, so helps to avoid loss of revenue.
  • Brings contacts/companies not on your target list into view, so adding pipeline and potential revenue.

Alternatives Considered

Twitter Counter, LinkedIn Sales Navigator and HubSpot Sales

Other Software Used

LinkedIn Sales Navigator

Affinity Lets You See Your Teams Relationships and Interactions

Incentivized
Verified User
Administrator (1-10 employees employees)

Pros

  • See entire teams relationships and interactions
  • 360 rolodex with relationship context

Cons

  • Could use a more modern UX
  • Would like to see lower prices

Most Important Features

  • Smart triggers and reminders
  • Real-time reports
  • Historical data access

Return on Investment

  • Internal communication clarity
  • Streamlined operations
  • Ease of audit trails

Alternatives Considered

Adobe Dreamweaver, Adobe Premiere Pro, Adobe XD, Slack and Discord

Other Software Used

Adobe Dreamweaver, Adobe XD, Slack, Discord, Adobe Bridge, Adobe Advertising Cloud (formerly Adobe Media Optimizer)