#1 most frequent
United States of America
36.4%380 installations of 1,044
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
Who Buys & Uses Affinity CRM
#2 most frequent
Germany
19.3%202 installations of 1,044
#3 most frequent
Canada
5.7%59 installations of 1,044
Simple and Effective Application
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
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
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
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)