Super easy and straight forward product with a fast learning curve. The ability for CRM entries to continually refresh automatically is a huge value add. Beyond using the product as CRM entry, it is slowly becoming a system of record. Customer service team is also extremely responsive and supportive. Affinity takes our user experience feedback seriously and works with us to constantly improve the product.
At this time, it can not replace other use case specific CRM - such as talent/recruiting- as it lacks use case specific data fields and data viewing permissions.
Affinity helps us manage our data base of people, company, and interactions in a systemiatic and automatic way. There is no way to track the breadth and depth of our network activities without a tool like Affinity.
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.
Affinity has incredible flexibility and customization. For users who are looking to utilize custom fields, automation, and network intelligence (i.e., recommended pathways to an introduction), there is no better tool.
Can't think of anything really. The product and the team were fabulous.
For business like ours who have large contract value and need to optimize every single interaction, we need to know the best pathway to get a warm introduction.
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
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.
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