1. Home
  2. Sales Pipeline Software
  3. Affinity Reviews
  4. User Review of Affinity
Simple and Effective Application
October 20, 2021

Simple and Effective Application

Greg Antonelli | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Nudge.ai (legacy)

Overall Satisfaction with Affinity

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.
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.

Do you think Affinity delivers good value for the price?

Not sure

Are you happy with Affinity's feature set?

Yes

Did Affinity live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Affinity go as expected?

I wasn't involved with the implementation phase

Would you buy Affinity again?

Yes

It is well suited to be used as a CRM. It is also good at keeping track of interactions with prospects automatically. It is extremely customizable too. To me, it seems like a supercharged spreadsheet that keeps track of the things that would be too time consuming to do manually.