Affinity Reviews: 4.6/5 — Highly Rated

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.