Affinity is the Best CRM for Venture Capital Firms
June 05, 2019

Affinity is the Best CRM for Venture Capital Firms

Andrew Bouldin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Affinity

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.
Very well suited for venture capital or any firm where you are managing a lot of stakeholders that are in different groups.