Affinity Reviews & Product Details

Automatically captures all data, structures in a way that provides business value, and makes my teams life way easier

The mobile app needs a bit of work and a new version release

Relationship management, pipeline management, global contact management, firm transparency

My, personal, favorite part of Affinity is to drill into a list and instantly see a snapshot of interactions with each entity. I am able to quickly identify any relationship that might be due for some attention, relationships that might otherwise have been inadvertently dropped.

There really isn't a lot that I don't like about Affinity. They're constantly iterating, improving the existing product while building new features.

Affinity has given us insight into our network that we simply didn’t have before. At any moment, any member of our team can see the status of a relationship – who that individual or organization is in contact with, how frequently, and in what manner. Not only that, but Affinity allows us the insight into how entities in our network are related and connected to each other – something we simply didn’t have before, in any form. For the first time, we are able to centralize our data, allowing us the ability to build work flows and processes that we can trust on top of it.

I have used a lot of tools in the past and I am stunned by how fast this team builds. The other day I mentioned to my CSM that I would love to see a particular feature, two weeks later it was live. INCREDIBLE. Every month they message their users about all of the new features and improvements. Looking at their LI profile, it seems like a young rockstar group of incredibly talented engineers.

Mobile was lagging for a while. So far the new release is much better but looking forward to additional advancements.

Manage relationships, track customers in our pipeline as they advance through different stages, keep track of emails/customers to follow-up on, see relationships with customers across the entire company

I love how Affinity lets me find connections to other people in the industry, whether to journalists, freelancers or potential clients. Through the platform’s Alliances feature, I can see which person in my network is connected to the people I’m seeking an introduction to, and I can tell how well acquainted they are so I know if it’s a good fit for a warm intro. I also really like the productivity tools that remind me when I haven’t responded to an email, for example, or that tell me when I’m close to letting a relationship go cold.

There’s nothing in particular I dislike. I was one of the early testers of Alliances and found a bug or two, but those seem to be fixed by now.

I’m mainly using the Relationship Intelligence parts, to ask for warm introductions to people. I love digging through my network to analyze my connections and discover who knows who, how they know each other, etc. It’s very useful to our agency when trying to break in with a particular journalist or when talking to new prospects. We have already landed at least one new client and placed multiple stories thanks to leads we generated through Affinity.

The capability of their Alliance feature is mind blowing. It solves one of the biggest pain points I have faced as an entrepreneur - scoring warm introductions . From recruiting to fundraising, warm intros can make or break a business. Alliances surfaces all this data so I can better leverage my network. Really is amazing technology.

The reports were limited for a while. They just released a few more that align them with other Salesforce alternatives.

Leverage relationships and source more warm intros.

Wow! Simply amazed by how clean the UI is and how powerful the relationship data in helping me find connections in my network.

Not much to dislike about this product!

Managing my network. Affinity has helped me realize its true potential.

Affinity is a great platform for gathering deeper insight into your network as it relates to my sales and business development efforts. It's the best system for understanding these connections that I have found thus far. I like that it also analyzes my email conversations and reminds me of important conversations.

hmmm. Not sure. I like everything that it does. I'm quite clear on what the system does and why I got it. I would like it to be deeper integrated into perhaps my other sales and marketing tools. Deep integration into Salesforce, Marketo, SalesLoft, Outreach.io, etc. This would make it more powerful.

Sales prospecting and sales cycle acceleration.

Helps me visualize pipeline, strength of relationships and owners in certain tech names without having to individually source and build lists manually.

I actually think they could partner with another one of Joe L.'s companies/tools that I utilize and would make it even more powerful.

More effective follow-ups, Relationship connectivity visualization, strength of relationships, Help me extend sales pipeline.

The intuitive UI is hands down the best part of the app. By integrating a familiar spreadsheet-like format with all of the advantages of entity tracking, Affinity helps keep all of my relationships in check. I’ve used other sales app and none come close.

Not much, there are a few bugs here and there since it hasn’t been completely rolled out, but many of those features are beta.

Managing relationships: Investors, Customers, and other stakeholders

Affinity is inuative. It is great that it is not complicated to train new users on the system.

In consistant cusor movement does present challenges when using the software. Not sure where you are typing sometimes.

Keeping track of contacts and reachouts. Tracking our deal process.

Automated logging of meetings on calendar, the ability to track almost anything, etc.

I'm not sure I dislike anything. There might be some things that come up, but considering I haven't done enough training and also haven't used it long enough, there may be things I say "I don't like how..." to, only to find out there's a way to fix it already.

Tracking relationships and ability to visualize the entire funnel of pipeline. On Salesforce (for us, at least) everything visually looked like a list, and we had to manually log events and create reports. Affinity makes all that easier. I now rarely forget about companies I spoke to a while ago that I should check back in with.

Automation with emails & external data from Crunchbase

The emailing tool is too basic. It lacks essential features like uploading images.

Dealflow management, fundraising and CRM.

- Having the entire email history from all of our various team members and network sync with our data base allows us to not miss out on relationships that we would have otherwise missed due to non-compliance around logging meetings, notes, etc. (people are shocked that I'm able to refer to meetings in 2012 even though we've only been using Affinity for a couple years) - UX/UI is very clean (i.e., love "Excel" based list style) and there are a lot of features that help save key strokes / automate processes (i.e., automated fields, reminders, triggers). Having a lightweight mobile app helps for pre-meeting prep on trips.

- Needs better out-of-the-box reporting and not especially well built for broker type relationships (i.e., managing banks, lenders, etc.) - Would like better meshing between Opportunities and Companies - Would like a more robust importer

- Salesforce was too cumbersome and this was a better vertical specific CRM application - Has saved tremendous amount of time and have removed pain point around missed email history / notes

Having the ability to find the best and right person to approach using our sales team's connections. It is better to sell from the top, than work your way up the food chain.

Coming from a Salesforce instance, getting used to the navigation or organization took some getting used to.

Speeding up the sales cycle and talking to the actual decision maker is our main issue we are using Affinity to solve. Reducing the time needed to close deals, or at minimum, get to a NO, was reduced by 28%.

I began using it to manage my contacts because of its clean design and mobile accessibility. I appreciate it now even more because of the consistent quality of its intelligent insights regarding the strength of relationships.

I would like to be able to pull up past emails through its mobile app.

I rely on Affinity to track unanswered emails and overdue reminders.