Affinity Reviews & Product Details

Affinity has been a refreshing tool for our CRM, as we migrated from a competing platform to Affinity. We are an investment firm and primarily use the CRM to log contacts, map relationships, strengths of those connections, and map our deal pipeline. The ability to map email activity has been a game changer!

This is not a "dislike" but more of an adjustment for our firm as we transitioned Interface is more "trendy" (e.g. responsive design, sleek interface) which was a cultural adjustment for our firm as we were not used to the more "modern" style versus more traditional CRMs that are more clunky. We also know there are some adjustments and improvements to come in terms of time-series reporting and analytics, which will be helpful.

Firstly, we had a problem previously with communicating with contacts across the team; we'd step on each others' toes but now we've avoided doing so. This has resulted in more seamless communication. Secondly, we have been using Affinity for logging all of our tracked investment prospects. This has been useful in tracking entities across the lifecycle.

The ability to see relationship strength within my network lets me understand who is best able to introduce me or who within my company already knows a company and may have met with them in the past.

We don't keep our meeting notes in Affinity and use Google Docs/Evernote instead as you can't save templates and it's challenging to export for drafting ICMs.

It helps me save time in getting intros to companies and understanding who my colleagues know and which companies they're speaking to.

There are three aspects of Affinity that I like best. The first one is the platform's overall ease of use and the fact that it helps organize our pipeline much more easily. The second aspect is Affinity's Gmail plug-in that allows me to upload an opportunity onto the Affinity platform while I have an e-mail related to the opportunity open. The third aspect of Affinity that I really appreciate is its stellar support team. They helped my company and me on several occasions with building reports and optimizing the platform so that it can meet our needs as closely as possible.

There isn't much to dislike. At one point I was having trouble configuring a report, but, as I mentioned in my third point of what it is that I like best, the stellar customer service came to my aid and helped me quickly resolve my issue.

I don't believe that I have Affinity Relationship Intelligence, but the regular Affinity platform provides insights on the relationships I have and potential introducers that can help me meet new founders.

Affinity makes everything in my network easily searchable, automatically gathers tons of data so i dont have to enter it, and is my go to for managing professional relationships.

It took me some time to get used to the lists functionality, but now that i have it down i make tons of customized lists and use the product for pipeline

Affinity provides me with invaluable insights into my networks, and how to best leverage it to be more efficient. There have been so many times I have used Affinity to remember when I last spoke to someone, what introductions i have given/received, to track down files, etc. that is so much easier in Affinity than trying to remember the right search terms for an email search.

I like how it aggregates data and allows you to add personalised values that can be used to track certain specific data points relevant to our business.

The downsides are that often we input a lot of data, but can't always visualise it in a helpful way to our colleagues. Ends up only being relevant to the users who use it frequently, rather than those in your organisation unfamiliar with the product.

Been able to keep track of important pieces of information relating to our LPs (investors) allowing us to make informed decisions and bespoke and relevant outreach campaigns. Also been able to track the movement of our investors through the pipeline, making it obvious which investors are progressing quicker and more seriously than others, which can serve as a prompt to nudge earlier conversations along the funnel if needs be.

For bigger teams, it is essential to have accurate tracking of all the interactions you have with entrepreneurs, and affinity does this very well. It is a place to centralize most information you have about your pipeline.

There are some minor bugs that still need to be corrected, and it could be easier to export data to excel to extract more specific insights. Would love to see a LinkedIn messages integration.

Affinity basically eliminates the need to constantly message your colleagues asking if they talked to a specific company in the past, increasing the team's productivity.

I like the way Affinity scrapes emails and makes my relationships and conversations known before I reach out to a prospect. Also love how easy it is to create various columns and use filters

I think the dashboards and reporting need some improvement

Multiple members of the team work with a prospect and we need notes and context across the firm to make the experience seamless and this helps us with that

I really like how easy it is to use and track various relationships.

There needs to be an easier way to link various individuals to deals.

Client relation management

Seamless email & calendar integration shows past and upcoming touch points making it easy to maintain momentum. Additionally, the product is being actively developed, the team has already implemented some improvements based on feedback I've given.

Only negatives are the price and the notes feature that doesn't support rich text.

Keeping track of all my active deals Maintaining regular cadence with ongoing partners Ensuring nothing slips through the cracks

Efficiently tracking contacts and relationships

Platform can be quite slow and clunky at times

We are tracking our customer conversations

User-friendly and easy-to-learn CRM platform. Much more adapted to VC use-cases than alternatives (including the CRM we were using before). Brings a significant boost to team productivity in managing deal flow.

Some potentially interesting features are still suboptimal (e.g., data enrichment from external sources is not visible before adding an organization to a list, which hinders deal sourcing).

As a VC, we use Affinity as our CRM for deal flow purposes (not as much for portfolio management). It has been a key tool to improve team productivity and communication.

I am regularly meeting new companies and founders, and without some type of CRM, I don't know how I'd keep everyone straight in my head. Setting reminders and keeping additional data makes sure fewer things fall through the cracks, helps me prep for meetings, and overall keeps things running smooth.

While I know it's the product best situated for VC, it still doesn't feel fully invested in making the VC use case a native experience. It required some customization and adjustment to really make it fit our workflow. It also doesn't have easy ways to integrate with some of our other tools, e.g. Pitchbook.

We use data from Pitchbook pretty regularly, and I wish it integrated more easily into the CRM files. They have a solution, but it is quite expensive and doesn't feel like a clean integration. The web browser extension also requires frequent login, which can be frustrating.

Access to support is key. There are many aspects to understand and direct access to support simplifies the frustration.

There are many variables in Affinity which feel overwhelming. Integrations could also be more simplified.

Group integration within our company. Shared resources. We are solving efficiency and redundancy. One system for collective effort.

I like the fact that I can track the companies I am interested in and keep a close eye.

I don't like how you cannot create sublists within the major list of deals/companies.

I've been more organized which has allowed me to see my short term goals clearer.

I love that Affinity automatically pulls data from my email and that I don't have to individually upload contacts

Lack of flexibility to architect data in the way I truly want to, and feature requests get essentially shelved to the product team

Pipeline tracking Contact upkeep Event planning