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 (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?


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?


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.