Affinity Reviews & Product Details

Affinity is custom built for dealflow and has great features. One of the best is the integration with Crunchbase, so company data automatically gets synced (such as industry, types, etc). This saves tons of manual work and effort. Besides that, its super easy to customize fields and add more data. For ex - we use it to cutsomize types of investors (such as private investors, VC, corporations, etc). It also has a very clean and easy interface, and the integration with gmail is very good.

Not much. It would be nice if it could categorize company type directly. Also, the only way to upload a list of contacts is to make a list, which isnt always necessary, but it's not a big deal.

Organizing our contacts very effectively and managing relationships with our important contacts.

Affinity provides context on our relationships with every organization we are fostering relationships with. By providing a visual representation of emails, meetings, notes, and reminders as well as key information like source of introduction and easy syncing with our team's inbox and calendar it is easy for a small organization to stay on top of many leads.

Affinity is just beginning to build out their reporting features. Because of this, the reports can, at times, be unintuitive. Reports and summary dashboards would greatly enhance the product.

Affinity is helping us source our very first customers. Many of these customers are coming from warm introductions or in-network connections. Therefore, it is critical we have the context around our relationship with these early customers. Tools like reminders, notes, auto-syncing with calendar, and even on-platform email give our team a central location to manage these vital early relationships.

Aesthetically pleasing and easy to move items across borders. The tracking function of Affinity is also helpful to the team by providing insights to tracking of activity.

I don't like that actions are set in stone. There is no way to undo actions in Affinity. I had trouble early on deleting an item in a sheet view that would delete across all lists.

Housing all of our VC investments and potential deals. It's been helpful with tracking and providing us ability to create a framework for what we look for in companies before we invest.

I really enjoy the ability to keep up with parties that myself and others on my team have reached out to so that "wires don't get crossed". I also enjoy the ability to keep track of the entire deal pipeline (size, status, etc.). Affinity team is very responsive and receptive.

We have often asked for Affinity to have more "excel like" calculation features. They are actively working on this. The dashboard are helpful and have been improved, but they could be more intuitive, at times.

Affinity Allows us to keep all of our contacts in one common place and keep track of historical and future communications. We are able to separate contacts by certain types, status etc. Also, Affinity allows us to keep our entire deal pipeline in one simple location that everyone can see, comment on, discuss etc.

Affinity is extremely powerful for tracking relationships - giving you reminders to reply to or chase emails, tracking the frequency of meetings or calls, and surfacing who might be able to introduce you to potential business leads. It has the potential to be even better for sales than LinkedIn.

The network is limited by the amount of users - so if not many people in your network are using Affinity, you lose some of the power of, for instance, seeing who might be a strong connection to the person you want to get to. Sometimes the breadth of tools available can mean information is cluttered, and occasionally it will pull in information that you don't want, or information that is too general. The integrations with other products could also be stronger - for instance integrating with Slack would be useful. It also pulls in just email contacts, whereas being able to analyse all social media in this case could also be helpful.

Creating sales pipelines was much easier, quicker and more effective with Affinity than anywhere else. Managed to quickly see who had a connection with the person I was trying to reach. The product allows you to identify an opportunity, qualify it and then move it towards an activated partnership.

The part that I like best, which is also the biggest issue with this system, is that any and every stage, field and contact can be personalised. This falls into the issue of non standardisation.

EVERYTHING can be inputted as a free text option and sales teams often have free reign in filling fields. This makes it absolutely impossible to generate any substantial reporting, let alone have normalised data void of simple spelling errors.

When starting at ground zero for deal management and crm this an option, but not a good option. This issue could be minimised if affinity put the investment required of a crm for integrations and other system syncs.

It's intuitive and easy to use. It's great to work across the team, and it's pretty powerful when digging and searching through your network and your allies network.

It can get a bit expensive, but we've found it to be worth it's weight in gold when it comes to relationship management. Finding that right fit customer, client, user, inside of an org., pays for itself.

Mostly sales and investor relationship and search

We procured Affinity when our M&A advisory team moved to a larger platform and we needed a much more robust platform than our generic CRM for tracking all of our collective relationships as a group, and especially so as we added members to our team. All of us have the platform open nearly our entire day, whether to maintain BD worklists, track deal outreach, take meeting / market intel notes, plan marketing campaigns, maintain coverage universes, or quickly refresh ourselves on our past interaction history with a given company / person, among others. Affinity is an unbelievably easy to use platform and has a lot of automation to remove a lot of the manual data entry tasks we used to have to allocate time to.

We occasionally stumble upon small workflow painpoints, but the Affinity team has always been very responsive to feature ideas / requests, up to and including the CEO.

Business development organization and coverage management.

Automatically feeding in email and contact data, their responsive and fantastic CS team, and how easy to use and intuitive the platform is.

Nitpicking here but would be great to have a global view across all our teams, and integration with OneNote if possible!

Improving our deal flow management, and relationship management with our prospective and current portfolio companies. It is making our processes more efficient.

Very minimal manual input is necessary. Highly automated.

I don't need all the email notifications. Have to adjust in my settings.

Relationship tracking, deal pipeline tracking, network development

The automatic population of a company record by just entering its name or url.

The less-friendly functionalities to update company and contact details if it does not exist in the Affinity database.

The ability to help track the startups engaged and the status of engagement.

I love how helpful Affinity is in saving time and gathering information!

N/A - Always happy to see updates & new features though!

I am able to find answers to questions without taking the added time to directly ask someone a question that I can find the answer to in Affinity. I am able to pull information quickly & accurately for anyone on our team!

I've been able to effectively collaborate with key team members to amplify our networks. The ability to have so much collaboration creates more value across our networks. I've also found the product to be extremely easy to use.

So far so good! There isn't anything I don't dislike.

Managing relationships -- tracking recent contact points. Combining networks -- to surface new connections.

The API and integrations are definitely the most valuable piece of this from my perspective (IT)

The limitations around calculated formulas, although they are working on solving this with integrations into GSheets, and other components.

We're using this as our core CRM that centralizes all the data and information we use to manage our deal pipeline.

Affinity provides extreme clarity on the relationships in our network, especially to overlapping ones. We don't have to manually figure out relationship strengths. That process is time-consuming, and reaching out from the wrong point of contact can lead to dead ends.

Nothing I can think of. Every feature has been useful.

Saves time, optimizes for replies, and helps find the most authentic avenue to engage + keep relationships.