Affinity Reviews: 4.6/5 — Highly Rated

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.

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.

In general, Affinity is a simple and easy-to-use CRM. In particular, the Gmail plugin allows my teams to add new contacts, companies, and sales leads directly from their inbox.

The analytics capabilities are somewhat poor (at least with the non-Premium version). The best way to analyze your data is to output to a .csv and use Excel. It would be nice to have more analytics reports native to the software (e.g., leads per month over time, etc.)

We use Affinity as our primary CRM and to manage our sales pipeline (via a Kanban board setup). It is easy to manage and update these two functions with Affinity.

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.

She is so patient and helpful with us on each call! Her follow up is amazing and we appreciate how accessible she is.

some of the sorting functions and filters could be easier to use

keeping our firm connected for 3 years

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.

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

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!

- Affinity is great at showing common connections you may have to people you would like to outreach to, similar to LinkedIn, but in a much more powerful and in-depth way. This is one of the most universally used features for our users. - Organizing contacts into lists is also another powerful feature we frequently use. We like to organize our contacts in lists based on a defined set of criteria. For example, I like to organize our open reqs. in a pipeline type fashion so I can quickly see where in the process our candidates are. - As the Admin for this tool, providing/revoking permissions is easy. - I have worked with 2 really good CSMs who are extremely professional and responsive.

- There are some basic analytics available, but you have to purchase an add-on to get really in-depth analytics. This was a little disappointing, but not a deal-breaker.

We are able to easily track our connections via lists and most of the connections already have contact information associated which saves time versus imputing everything manually into an Excel sheet. We also use an API that enriches some of our proprietary database's data.

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.

Affinity helps our team stay organized with all of our prospects and spearheads our team's collaboration with new business efforts. In addition to prospect organization, Affinity allows us to stay organized with our network of influencers and champions.

There isn't anything glaring that our team dislikes. The Affinity team is extremely responsive and that allows us to make any necessary changes to the platform. They also do a fantastic job of notifying our team on any new features and are extremely hands-on during the onboarding process of a new employee. One thing that can improve is having more consistency with the Affinity Relationship Intelligence tool. I try and use that when identifying connects to venture capital firms. I often find that the tool doesn't pull all of our connections. For example, on the General Catalyst portfolio page, it didn't pull all of our firm's connections. Hubspot is a client that we collaborate with on a daily basis and the Affinity Relationship Intelligence only pulled GC and one other company.

The Affinity Relationship Intelligence tool streamlines my new business efforts and allows me to connect the dots much more effectively. As this tool continues to improve, so does our new business efforts.

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 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.

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.

I have the ability to truly identify key connections within my network. Executive alignment is crucial in any deal cycle but identifies who and when to use those connections is difficult to manage. Affinity is on the front lines of making your network truly accessible and actionable.

Early stage solution still gaining mass adoption.

Being single threaded in a deal is the quickest way to lose a potential customer. Affinity allows me to identify key relationship which will positively impact the velocity and size of a deal. Team selling is a cornerstone at Conversica and it is not easily achieved. Affinity allowed me to effectively team sell.

How affinity integrates with my email and automatically adds new contacts to my lists. It's a huge time saver.

Haven't found anything yet. It takes a couple of hours to get the hang of it but this is the case with any new technology.

Affinity removes the need for time consuming manual entries every time there is a business interaction. It just does everything in the background. Whenever I need to fin someone it is as easy as typing in their name on a search bar. I have used other CRM softwares and this one is by far the best.

I love everything about the Affinity product. It's clearly designed from a user-first perspective and the product has a easy-to-use, well designed interface that helps me better manage my network and relationships. One of the best parts about using Affinity is that it also minimizes any valuable time wasted by data-entry since it intelligently auto-populates important information.

Affinity gets even more powerful when more people in my network use the product so I dislike that more people aren't using such an amazing product!

Affinity helps me manage my pipeline of company investments and store importants information about my network and founders that I've spoken to. Affinity is absolutely crucial for ensuring that no action item slips through the cracks and has helped ensure that our investments are completed smoothly and as efficiently as possible.

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.

Gmail plug-in. Automated synch with our email and calendaring. Daily notifications and warnings.

Best CRM we have used. We switched from SalesforceIQ and our productivity went through the roof!

Managing all our relationships, keeping track of interactions, watching interesting people, understanding what are next steps, action items with each specific deal.

The speed of search, queries and the power of seeing who (within your enterprise or through alliances) has the most leverageable relationships.

Would like an easier interface to roll up reports / analytics (a broad set of templates perhaps?)

In partnerships (and or complex, multilevel sales / customer service environments), relationships / contact databases are coveted (and in many cases obscure). We’re now able to see “who knows who” and then thoughtfully analyze how best to approach key introductions.

Affinity is the most important tool I use in my job as an investor to raise money, source investments, and support portfolio companies. Period.

It's still a little bit slow to load sometimes.

Quickly searching through my relationships using filters to support portfolio companies.

Affinity is the best way for you to be with your company and to organize

Nothing this is a great app all around j

Sales intelligence

Affinity is a unique solution that has redefined how we think about relationships. Within an easy-to-use UI, our team has been able to create "Alliances" which is a basically a universal rolodex with valuable insights powered by machine-learning. As a result, we're able to source and close more deals, quicker (and also uncover opportunities we didn't know were there).

Not much to dislike, but I'd like to see more reporting and data that's relevant to our vertical (healthcare). I've shared this feedback with the product team and they were responsive.

Business is all about relationships, and historically "relationships" are scattered across CRMs, social media, email, and cell phones. Affinity not only provides a more cohesive view, but provides insights into who knows who throughout our organization. We're able to source and close more deals, quicker.

Al proporcionar una representación visual de correos electrónicos, notas y recordatorios, así como información clave como fuente de introducción y fácil sincronización con la bandeja de entrada y el calendario de nuestro equipo, es fácil para una organización pequeña mantenerse a la vanguardia de muchas oportunidades de venta.

los informes pueden, a veces, ser poco intuitivos. Los informes y paneles de resumen mejorarían en gran medida el producto.

Las herramientas como recordatorios, notas, sincronización automática con el calendario e incluso el correo electrónico en la plataforma brindan a nuestro equipo una ubicación central para administrar estas relaciones.

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.

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