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Affinity has become an invaluable tool for sales and business development teams, as it allows them to gather intelligence on target …
Overview
What is Affinity?
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…
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What is Affinity?
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…
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What is Affinity?
Affinity Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
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.
Reviewers rate Support Rating highest, with a score of 9.3.
The most common users of Affinity are from Small Businesses (1-50 employees).
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Affinity has become an invaluable tool for sales and business development teams, as it allows them to gather intelligence on target companies and individuals. Users appreciate the daily email updates from Affinity, which provide social media or news mentions of prospects, enabling personalized outreach. Additionally, Affinity's seamless integration with Outlook and smart features make data entry easier compared to other CRM options. The software serves as a comprehensive CRM across organizations, effectively organizing potential and existing clients. Users find it easy to enter and track interactions between interested parties, ensuring that no important details are missed.
In addition to its CRM capabilities, Affinity's suite of tools for editing photos and creating graphic designs makes it highly valuable for users who work with videos and photographs regularly. The freedom to edit photos and create designs without a monthly subscription is a major advantage that users appreciate. Affinity Photo and Designer have gained popularity as budget alternatives to Adobe Photoshop and Illustrator, providing a more affordable solution for small companies. Despite being more cost-effective, Affinity's features provide a nearly indistinguishable set of capabilities compared to Adobe products, making it an attractive choice for users seeking quality photo and design tools. Furthermore, Affinity is frequently used by venture capital firms to manage relationships with prospective investments and other investors. Its list features enable easy organization and sorting of contacts based on priority, location, status, and last contact date. This allows users to efficiently track and manage their relationships while maintaining clear visibility of data and generating reports to improve communication within organizations.
Seamless Integration with Gsuite Gmail: Several users have expressed their satisfaction with Affinity's seamless integration with Gsuite Gmail, allowing for easy access to social media and news mentions of target companies and individuals. This feature has significantly enhanced their ability to gather relevant information efficiently.
User-Friendly Presentation of Information: Many reviewers have praised Affinity for its user-friendly manner of presenting information. The software's intuitive design and navigation make it easy for users to understand and organize data effectively, resulting in improved productivity.
Ease of Use and Well-Designed User Interface: Numerous users have appreciated the ease of use offered by Affinity's well-designed user interface. They find it intuitive and easily adaptable for tasks such as manipulating colors, editing photos, and performing graphic design tasks effectively.
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Intrusive Gsuite add-on: Some users have found the Gsuite add-on in Affinity to be intrusive and overwhelming, as it takes up valuable screen real estate and makes the web dashboard feel busy.
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Limited features with paid subscription: Several reviewers have mentioned that they were disappointed to find that certain features in Affinity are only available with a paid subscription. They suggested that having a preview or trial of these features before committing to payment would be helpful.
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Choppiness when working with large data sets: Users have reported experiencing choppiness and encountering bugs when interacting with large data sets in Affinity, which hampers their ability to navigate smoothly through the page.
Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
October 20, 2021
Simple and Effective Application
It is being used across our organization as a CRM. It does a good job of keeping potential clients, existing clients, and everything in between organized. Entering information is easy. It also tracks all interaction that occur between interested parties.
- Organization
- Data Housing
- Exporting Data
- 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."
- Data Housing
- Pipeline Management
- Logging interactions
- 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.
- Salesforce Lightning Platform (formerly Salesforce App Cloud)
Two different companies, so it's not like I chose one over the other. However, after using both Affinity and Salesforce, I can say that Affinity is easier to use due to its simplicity. Salesforce had a lot of bells and whistles, that when used appropriately, I'm sure can help, but its not needed for what I currently do.
Affinity is used to manage all of our relationship data points so we can clearly see all of the data and create reports to better help us conceptualize communication within our organization
- See entire teams relationships and interactions
- 360 rolodex with relationship context
- Could use a more modern UX
- Would like to see lower prices
- Smart triggers and reminders
- Real-time reports
- Historical data access
- Internal communication clarity
- Streamlined operations
- Ease of audit trails
Affinity is the bridge that links our communication through our software workflow.
We use Affinity Photo and Designer as budget alternatives to Adobe Photoshop and Illustrator. For our small company, it's a much more affordable solution, and provides an almost unnoticeable feature set for a fraction of the cost. For companies that have a more robust/historical graphic design business, it may not be a 1:1 solution, but for us, we haven't looked back. For a small set of users on Photo and Designer, Adobe has no answer.
- 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.
- If you're a long time Adobe user of Photoshop or Illustrator, there is a learning curve, but it's not too major. This learning curve was well worth the cost of admissions for our organization.
- I'd like to see them use the same names for certain features as Adobe's products, but feel like licensing/copyright concerns as the reasoning behind this. Overall, the transition has been smooth from Adobe to Affinity.
- They just recently released their Publisher program for print designs, similar to InDesign. They're a little late to the game in this arena, but I'm very interested in a low-cost alternative to Adobe. I wonder how they'll compare to other competitors like Canva in the space?
- It has reduced our cost per seat as compared to Adobe's solution, but for our small team, it's a great savings.
- Some of our most experienced designers griped a bit at first, but came around fairly quickly. Well worth the cost savings we are still benefiting from.
- Affinity has allowed us to save cost, and still produce solid designs with a negligible difference to our clients or employees for that matter. Our clients absolutely did not notice, while the savings really helped our bottom line.
Adobe is the most established in the industry, but Affinity is the young, scrappy alternative, that is more cost-effective ta boot. If you have even a small bit of flexibility, or are new, try this instead of Adobe's products - you'll be glad you did. We also used a (mostly) online tool called Pixlr which offered a few features of Photoshop, but was really only for resizing photos, etc. Not as full-featured. Affinity is by far the best balance of cost and features.
June 05, 2019
Affinity is the Best CRM for Venture Capital Firms
I have been using Affinity for almost a year and love the product. We are a venture capital firm and I use affinity to manage my relationships with prospective investments and other investors. Using their lists features, I can easily create list and sort by priority, location, status, when I have last contacted them, etc. The seamless integration with Outlook makes and smart features make the data entry part of this easier than any other CRM that I have seen.
- Outlook Integration
- Easy to Use Design
- Easy exporting of data
- Allies with other contacts is a cool feature
- More prompts to update and sort new connections
- More visual appeal on each listing on a list
- An Outlook desktop app plugin
- Helps me best manage my relationships, which is a high ROI.
- Saves me time on data entry which is important to me.
Affinity is easier to use and a better value.
February 07, 2019
Intel For Target Companies and Individuals
Nudge.ai is being used by sales and business development. It is a great source of intel on target companies and individuals. The daily email is reviewed for social media or news mentions, which can then be used in outreach to the prospect. Something like, "Congratulations on being named an employee of the year," gives us a great way to stay connected and top of mind.
- 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
- 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
- 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.
Nudge.ai is in a fairly unique space. It isn't quite a CRM, it isn't quite a social or news channel. But, it has aspects of all. Nudge.ai was chosen because it allowed us to use one tool for multiple purposes. LinkedIn Sales Navigator is probably the closest to Nudge.ai but is less automated. Sales Navigator requires more setup and care and feeding. Nudge.ai just kind of works.
1
The business functions represented by the person in our organization using Nudge.ai are sales and business development. Nudge.ai is a prospecting tool, we also use the tool to find mentions and news to give us reasons to reach out to our prospects. We do something very similar for existing clients.
1
Nudge.ai is very easy to use, so we really don't need anyone specific with specific skills to support it. The users are their own support team, using online support/help desk for any questions. Nudge.ai runs very smoothly for us, and we don't expect to need to bring in support folks in the future.
- Find social mentions for prospects
- Find news mentions for prospects
- Find social and news mentions for clients to give an additional touchpoint
- Unearth new sales opportunities by reading industry-specific mentions in Nudge
- Keep on top of key contact activities through social mentions and news mentions
- As a way to prep for meetings by reviewing Nudge data prior to meeting
- Setting up watch groups
Not Available
I was having trouble getting Nudge to sync up with my Gsuite Gmail account. It had been working, and then stopped. I was able to reach out to Support and get a super quick response. My expectation was that it would take a day or so, but I had the answer I needed in a matter of minutes.