Affinity Reviews & Product Details

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.