Affinity Reviews & Product Details

Affinity is a highly intuitive CRM platform, particularly well-suited for venture capital workflows. Its excellent Gmail integration enables seamless information sharing across the team, strengthening collaboration and transparency. Customer support is consistently responsive and effective, providing timely solutions to most inquiries. When we adopted Affinity, it was already our third CRM, and it has proven to be the most robust and enduring solution for our needs. Review collected by and hosted on G2.com.

Affinity can be relatively expensive, and some user-level settings could benefit from greater customization and granularity. Additionally, expanding the range of available integrations would further enhance its utility. Review collected by and hosted on G2.com.

Affinity makes it easy to track thousands of prospective investment opportunities, and does so without requiring duplicate data entry. The screening feature and watchlists allow us to run our sourcing program more efficienty with fewer analysts. Review collected by and hosted on G2.com.

I would like a direct LinkedIn integration so that I could research companies and pull in profiles of key management team members. Review collected by and hosted on G2.com.

Affinity's ingestion of email data allows for very efficient capture of our universe of real world interactions. When you combine that with the ability to upload your own data, build lists and capture all interactions with very limited manual work, it was a game changer for us as we launched our fund. I'm sure we're only using like 15% of the capability of the product, but even so it has been well worth the investment for us. We use the product every day and it's also always learning in the background so it grows in power without our input. Review collected by and hosted on G2.com.

No huge complaints here - the main challenge is that I'm sure we could be doing *more* with Affinity but we haven't had time to devote to it. We manage our deal pipeline in Affinity and that works well, though we could see more features in the future to make it a true pipeline tool. Review collected by and hosted on G2.com.

Easy ingestion of our emails and creation of entities Review collected by and hosted on G2.com.

Extremely high cost relative to the feature set. Many of the forced "premium features" are commoditized and not with the investment. Very expensive to scale with your team. Document management is poor and does not connect to any normal document management system. Note taking is static and stuck 10 years ago so you cannot collaborate in real time.

Customer support team is ok at response time, but pretty inflexible in how they support feature requests and customer service. Very rigid service terms and not able to modify their terms to meet the needs of an emerging manger. Review collected by and hosted on G2.com.

It's built built specifically for the use cases of a venture investor. Integrates really well with your email and calendar. The note-taker and early AI features work really well Review collected by and hosted on G2.com.

The mobile app is not very useful. The search function it needs more improvement Review collected by and hosted on G2.com.

Ease of use for the wider team, especially for non-technical team members and those not familiar with CRM structures. Affinity has been super helpful in centralizing key information for the company as a whole. Review collected by and hosted on G2.com.

Lack of customization options, and current lack of automations in the CRM. Some limitations from the tool (in Looker Studio, in the existing list options) may require some creative thinking to get around. Review collected by and hosted on G2.com.

Candidly, it wasn't very useful, compounded by the price point. Review collected by and hosted on G2.com.

NOT customer friendly, ginormous pain in Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Solid user experience and does everything I need it do when it comes to managing deal flow. I use the platform daily for deal sourcing, taking notes, keeping reminders, and updating our deal pipeline. Review collected by and hosted on G2.com.

Nothing major to dislike. Sometimes the chrome add-in has some issues connecting or will ask me to log-in and then I get an error message. Support has always been quite helpful. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.