--- title: Affinity Reviews meta_title: 'Affinity Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 72 reviews by the users' company size, role or industry to find out how Affinity works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 72 scale: '5' date_modified: '2026-06-21' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Affinity Reviews **Vendor:** Affinity **Category:** [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management) **Average Rating:** 4.4/5.0 **Total Reviews:** 72 ## About Affinity Affinity is the next-generation relationship intelligence platform built for relationship-driven industries - financial services, professional services, real estate, and more. Using patented technology, Affinity enables teams to leverage their network and source their next big opportunity. Affinity’s CRM integrates billions of data points from the data every organization is sitting on, but not utilizing: data inside our email, calendar streams, and other disparate systems. By bringing this data together, Affinity supercharges how teams manage relationships by automating away their data entry, never dropping the ball on key leads, and unlocking warm introductions to key decision-makers. Got no time for manually filling your CRM? Making decisions about your deals using guesswork? If this is the case, Affinity is built for you so you can stay focused on doing what you do best: build strategic, long-term relationships. If you’re already using a CRM, you can still Affinity by integrating the relationship intelligence into it with Affinity’s 100s of integrations. Join 10,000+ users in 60+ countries who are using Affinity to better leverage their network. ## Affinity Reviews ### 1. Intuitive Bliss **Rating:** 5.0/5.0 stars **Reviewed by:** Luiza P. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Affinity?** How affinity integrates with my email and automatically adds new contacts to my lists. It's a huge time saver. **What do you dislike about Affinity?** 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. **What problems is Affinity solving and how is that benefiting you?** 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. ### 2. Great for relationship intelligence in sales, BD, etc **Rating:** 5.0/5.0 stars **Reviewed by:** 🎤 Jorge L S. | Member, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2018 **What do you like best about Affinity?** Affinity is a great platform for gathering deeper insight into your network as it relates to my sales and business development efforts. It's the best system for understanding these connections that I have found thus far. I like that it also analyzes my email conversations and reminds me of important conversations. **What do you dislike about Affinity?** hmmm. Not sure. I like everything that it does. I'm quite clear on what the system does and why I got it. I would like it to be deeper integrated into perhaps my other sales and marketing tools. Deep integration into Salesforce, Marketo, SalesLoft, Outreach.io, etc. This would make it more powerful. **What problems is Affinity solving and how is that benefiting you?** Sales prospecting and sales cycle acceleration. ### 3. Great CRM for anyone working in VC **Rating:** 4.5/5.0 stars **Reviewed by:** Jason W. | COO & Dealflow Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2018 **What do you like best about Affinity?** Affinity is custom built for dealflow and has great features. One of the best is the integration with Crunchbase, so company data automatically gets synced (such as industry, types, etc). This saves tons of manual work and effort. Besides that, its super easy to customize fields and add more data. For ex - we use it to cutsomize types of investors (such as private investors, VC, corporations, etc). It also has a very clean and easy interface, and the integration with gmail is very good. **What do you dislike about Affinity?** Not much. It would be nice if it could categorize company type directly. Also, the only way to upload a list of contacts is to make a list, which isnt always necessary, but it's not a big deal. **What problems is Affinity solving and how is that benefiting you?** Organizing our contacts very effectively and managing relationships with our important contacts. ### 4. the cutting edge of engaging your 6 degrees of separation **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin C. | Account Executive, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2018 **What do you like best about Affinity?** 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. **What do you dislike about Affinity?** Early stage solution still gaining mass adoption. **What problems is Affinity solving and how is that benefiting you?** 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. ### 5. Pipeline management is a breeze now that we have Affinity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2018 **What do you like best about Affinity?** 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. **What do you dislike about Affinity?** 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. **Recommendations to others considering Affinity:** Not Applicable **What problems is Affinity solving and how is that benefiting you?** 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. ### 6. This Team Builds So Fast! **Rating:** 5.0/5.0 stars **Reviewed by:** Saurabh S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2018 **What do you like best about Affinity?** 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. **What do you dislike about Affinity?** Mobile was lagging for a while. So far the new release is much better but looking forward to additional advancements. **What problems is Affinity solving and how is that benefiting you?** 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 ### 7. Great platform for allowing discovery of otherwise hidden / valuable connections **Rating:** 5.0/5.0 stars **Reviewed by:** Greg W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2018 **What do you like best about Affinity?** The speed of search, queries and the power of seeing who (within your enterprise or through alliances) has the most leverageable relationships. **What do you dislike about Affinity?** Would like an easier interface to roll up reports / analytics (a broad set of templates perhaps?) **What problems is Affinity solving and how is that benefiting you?** 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. ### 8. Affinity looks good and works well. **Rating:** 4.5/5.0 stars **Reviewed by:** Aron H. | Student, Higher Education, Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2018 **What do you like best about Affinity?** I began using it to manage my contacts because of its clean design and mobile accessibility. I appreciate it now even more because of the consistent quality of its intelligent insights regarding the strength of relationships. **What do you dislike about Affinity?** I would like to be able to pull up past emails through its mobile app. **What problems is Affinity solving and how is that benefiting you?** I rely on Affinity to track unanswered emails and overdue reminders. ### 9. Great tool to speed of sales **Rating:** 4.5/5.0 stars **Reviewed by:** Brett M. | Director of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2018 **What do you like best about Affinity?** Having the ability to find the best and right person to approach using our sales team's connections. It is better to sell from the top, than work your way up the food chain. **What do you dislike about Affinity?** Coming from a Salesforce instance, getting used to the navigation or organization took some getting used to. **What problems is Affinity solving and how is that benefiting you?** Speeding up the sales cycle and talking to the actual decision maker is our main issue we are using Affinity to solve. Reducing the time needed to close deals, or at minimum, get to a NO, was reduced by 28%. ### 10. ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Mari P. | Centro de atención telefónica, Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2018 **What do you like best about Affinity?** By providing a visual representation of emails, notes, and reminders, as well as key information such as introduction source and easy synchronization with our team's inbox and calendar, it is easy for a small organization to stay ahead of many sales opportunities. **What do you dislike about Affinity?** Reports can sometimes be unintuitive. Summary reports and dashboards would greatly improve the product. **What problems is Affinity solving and how is that benefiting you?** Tools like reminders, notes, automatic synchronization with the calendar, and even email on the platform provide our team with a central location to manage these relationships. ### 11. Intelligent Context w/ Necessary CRM Features **Rating:** 4.5/5.0 stars **Reviewed by:** Simon H. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2018 **What do you like best about Affinity?** Affinity provides context on our relationships with every organization we are fostering relationships with. By providing a visual representation of emails, meetings, notes, and reminders as well as key information like source of introduction and easy syncing with our team's inbox and calendar it is easy for a small organization to stay on top of many leads. **What do you dislike about Affinity?** Affinity is just beginning to build out their reporting features. Because of this, the reports can, at times, be unintuitive. Reports and summary dashboards would greatly enhance the product. **Recommendations to others considering Affinity:** If you are in need of intelligent context around each of your relationships and the type of service only a motivated startup can provide, Affinity is your best option. **What problems is Affinity solving and how is that benefiting you?** Affinity is helping us source our very first customers. Many of these customers are coming from warm introductions or in-network connections. Therefore, it is critical we have the context around our relationship with these early customers. Tools like reminders, notes, auto-syncing with calendar, and even on-platform email give our team a central location to manage these vital early relationships. **Official Response from Anne Gherini:** > Thanks, Simon! We appreciate all your support. More reporting options are coming soon. Thanks again! ### 12. Couldnt live without it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2018 **What do you like best about Affinity?** Affinity makes everything in my network easily searchable, automatically gathers tons of data so i dont have to enter it, and is my go to for managing professional relationships. **What do you dislike about Affinity?** It took me some time to get used to the lists functionality, but now that i have it down i make tons of customized lists and use the product for pipeline **What problems is Affinity solving and how is that benefiting you?** Affinity provides me with invaluable insights into my networks, and how to best leverage it to be more efficient. There have been so many times I have used Affinity to remember when I last spoke to someone, what introductions i have given/received, to track down files, etc. that is so much easier in Affinity than trying to remember the right search terms for an email search. ### 13. The best CRM for Startups and Investors - and priced accordingly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2018 **What do you like best about Affinity?** 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. **What do you dislike about Affinity?** Only negatives are the price and the notes feature that doesn't support rich text. **Recommendations to others considering Affinity:** If you can afford it, use it. **What problems is Affinity solving and how is that benefiting you?** Keeping track of all my active deals Maintaining regular cadence with ongoing partners Ensuring nothing slips through the cracks ### 14. Alliances are a Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Trijeet M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2018 **What do you like best about Affinity?** The capability of their Alliance feature is mind blowing. It solves one of the biggest pain points I have faced as an entrepreneur - scoring warm introductions . From recruiting to fundraising, warm intros can make or break a business. Alliances surfaces all this data so I can better leverage my network. Really is amazing technology. **What do you dislike about Affinity?** The reports were limited for a while. They just released a few more that align them with other Salesforce alternatives. **What problems is Affinity solving and how is that benefiting you?** Leverage relationships and source more warm intros. ### 15. Incredible product, saves us a ton of time and helps us manage our relationships better than ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Drew O. | Founder, Venture Capital & Private Equity, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2018 **What do you like best about Affinity?** Automatically captures all data, structures in a way that provides business value, and makes my teams life way easier **What do you dislike about Affinity?** The mobile app needs a bit of work and a new version release **What problems is Affinity solving and how is that benefiting you?** Relationship management, pipeline management, global contact management, firm transparency ### 16. Affinity is definitely the best **Rating:** 5.0/5.0 stars **Reviewed by:** Rene M. | Boeing , Aviation & Aerospace, Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2018 **What do you like best about Affinity?** Affinity is the best way for you to be with your company and to organize **What do you dislike about Affinity?** Nothing this is a great app all around j **Recommendations to others considering Affinity:** This app is a must have for sale in business intelligence **What problems is Affinity solving and how is that benefiting you?** Sales intelligence ### 17. High Value Offering, Affordable and Opens Doors **Rating:** 5.0/5.0 stars **Reviewed by:** Smoot C. | Investment Associate - Private Markets, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2018 **What do you like best about Affinity?** Helps me visualize pipeline, strength of relationships and owners in certain tech names without having to individually source and build lists manually. **What do you dislike about Affinity?** 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. **Recommendations to others considering Affinity:** I've done this multiple times now **What problems is Affinity solving and how is that benefiting you?** More effective follow-ups, Relationship connectivity visualization, strength of relationships, Help me extend sales pipeline. ### 18. Managing Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Mar H. | Board Director, Venture Capital & Private Equity, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2018 **What do you like best about Affinity?** Gmail plug-in. Automated synch with our email and calendaring. Daily notifications and warnings. **What do you dislike about Affinity?** Best CRM we have used. We switched from SalesforceIQ and our productivity went through the roof! **What problems is Affinity solving and how is that benefiting you?** Managing all our relationships, keeping track of interactions, watching interesting people, understanding what are next steps, action items with each specific deal. ### 19. Use affinity for sourcing companies and managing which I've spoken to. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2018 **What do you like best about Affinity?** I like the fact that I can track the companies I am interested in and keep a close eye. **What do you dislike about Affinity?** I don't like how you cannot create sublists within the major list of deals/companies. **Recommendations to others considering Affinity:** Try and take advantage of all of the features you can, including the mobile app. Affinity is very customizable, so try and make it what you need by customizing the stuff that's important to you. **What problems is Affinity solving and how is that benefiting you?** I've been more organized which has allowed me to see my short term goals clearer. ### 20. Essential if you’re managing relationships! **Rating:** 5.0/5.0 stars **Reviewed by:** Anunay K. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2018 **What do you like best about Affinity?** Wow! Simply amazed by how clean the UI is and how powerful the relationship data is in helping me find connections in my network. **What do you dislike about Affinity?** Nokta çok bu ürün hakkında beğenilmeyecek! **Recommendations to others considering Affinity:** You definitely won't regret switching to it! **What problems is Affinity solving and how is that benefiting you?** Managing my network. Affinity has helped me realize its true potential. ### 21. Best UI /UX of any relationship management app **Rating:** 5.0/5.0 stars **Reviewed by:** Anand S. | CEO & Co-founder, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2018 **What do you like best about Affinity?** The intuitive UI is hands down the best part of the app. By integrating a familiar spreadsheet-like format with all of the advantages of entity tracking, Affinity helps keep all of my relationships in check. I’ve used other sales app and none come close. **What do you dislike about Affinity?** Not much, there are a few bugs here and there since it hasn’t been completely rolled out, but many of those features are beta. **Recommendations to others considering Affinity:** Try it to setup new lists of people or companies and see how easy it is to figure it out. No instructions needed **What problems is Affinity solving and how is that benefiting you?** Managing relationships: Investors, Customers, and other stakeholders **Official Response from Anne Gherini:** > Thanks, Anand! We appreciate all your support. If you ever run into a bug let us know. We are always ready to squash them. Thanks again! ### 22. Best CRM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Miles T. B. | Angel Investor, Venture Capital & Private Equity, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2018 **What do you like best about Affinity?** Affinity is the most important tool I use in my job as an investor to raise money, source investments, and support portfolio companies. Period. **What do you dislike about Affinity?** It's still a little bit slow to load sometimes. **What problems is Affinity solving and how is that benefiting you?** Quickly searching through my relationships using filters to support portfolio companies. ## Affinity Discussions - [How do you use affinity in CRM?](https://www.g2.com/discussions/how-do-you-use-affinity-in-crm) - [What does Affinity co do?](https://www.g2.com/discussions/what-does-affinity-co-do) - [What is an affinity platform?](https://www.g2.com/discussions/what-is-an-affinity-platform) - [What is CRM affinity?](https://www.g2.com/discussions/what-is-crm-affinity) - [View Affinity pricing details and edition comparison](https://www.g2.com/products/affinity/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-03+03%3A49%3A02+-0500&secure%5Bsession_id%5D=5e9cb847-1534-4e6c-ad7e-e17d52c379d5&secure%5Btoken%5D=938b227f3e4e6e7fd6b366393f658b46bc654b2b10245f7f0ca9bf22f638dced&format=llm_user) ## Affinity Integrations - [Chrome Enterprise](https://www.g2.com/products/chrome-enterprise/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) ## Affinity Features **Investment Management** - Investment Portfolio Management - Investment Analytics - Reporting - Cap Table Management **Deal Identification - Deal Sourcing** - Market Mapping - Advanced Filters - AI-Powered Search - Multi-Source Tracking **Content** - Automation **Fund Management** - Deal Flow Management - Limited Partner Management - Fund Administration **Market Intelligence - Deal Sourcing** - Automated Data Enrichment - Real Time Alerts - Investment Trend Analysis - Competitive Benchmarking - Performance Metrics **Workflow & Customization - Deal Sourcing** - Secure Document Sharing - Third Party Integrations - Customizable Dashboards - Pipeline Management **Agentic AI - Venture Capital Management** - Cross-system Integration - Natural Language Interaction - Decision Making **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Affinity Alternatives - [DealCloud](https://www.g2.com/products/dealcloud/reviews) - 4.2/5.0 (41 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) - 4.4/5.0 (232 reviews)