Introducing G2.ai, the future of software buying.Try now
Edda
Sponsored
Edda
Visit Website
Product Avatar Image
Affinity

By Affinity

4.4 out of 5 stars

How would you rate your experience with Affinity?

Edda
Sponsored
Edda
Visit Website

Affinity Reviews & Product Details

Profile Status

This profile is currently managed by Affinity but has limited features.

Are you part of the Affinity team? Upgrade your plan to enhance your branding and engage with visitors to your profile!

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Perceived Cost

$$$$$

Affinity Integrations

(2)
Integration information sourced from real user reviews.

Affinity Media

Affinity Demo -  Scale. Enrich. Learn.
Automatically gather new information on organizations in your network with enriched data fields. Learn all about your prospects with information ranging from where they’re located to the industries they serve, funding data, and more.
Affinity Demo - Visualize your workflow
Kanban board views make your weekly meetings easier than ever. Drag and drop to seamlessly move deals along your pipeline and create distinct funnel stages to keep all of your stakeholders on track.
Affinity Demo - Track company-level data
Tap into comprehensive contact history at a company level with company profiles. Log ad-hoc notes and review all of your previously captured communications–including emails, phone calls, and relevant events–from all deals related to that client.
Affinity Demo -  Connect faster and easier
Tap into your network and find new warm introductions through existing relationships. Alliances are rated based on a number of factors including frequency and rate of communication so you can always see which of your allies might be able to get you in the door.
Affinity Demo - Your network on-the-go
Take your connections and data with you anywhere on the internet. Pathfinder allows you to uncover potential connections at any company by tapping into your alliances in real-time. Browse the web for potential deals and automatically discover your best point of contact.
Affinity Demo - Affinity's dashboard
View all your lists, organizations, and network all in one place.
Product Avatar Image

Have you used Affinity before?

Answer a few questions to help the Affinity community

Affinity Reviews (71)

Reviews

Affinity Reviews (71)

4.4
71 reviews

Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Verified User in Venture Capital & Private Equity
UV
Small-Business (50 or fewer emp.)
"The CRM that tracks everything..."
What do you like best about Affinity?

I like how it aggregates data and allows you to add personalised values that can be used to track certain specific data points relevant to our business. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

The downsides are that often we input a lot of data, but can't always visualise it in a helpful way to our colleagues. Ends up only being relevant to the users who use it frequently, rather than those in your organisation unfamiliar with the product. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
UV
Small-Business (50 or fewer emp.)
"Keeps me organized"
What do you like best about Affinity?

I am regularly meeting new companies and founders, and without some type of CRM, I don't know how I'd keep everyone straight in my head. Setting reminders and keeping additional data makes sure fewer things fall through the cracks, helps me prep for meetings, and overall keeps things running smooth. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

While I know it's the product best situated for VC, it still doesn't feel fully invested in making the VC use case a native experience. It required some customization and adjustment to really make it fit our workflow. It also doesn't have easy ways to integrate with some of our other tools, e.g. Pitchbook. Review collected by and hosted on G2.com.

Trevor H.
TH
Revenue Operations Strategist
Small-Business (50 or fewer emp.)
"A nightmare for any admin"
What do you like best about Affinity?

The part that I like best, which is also the biggest issue with this system, is that any and every stage, field and contact can be personalised. This falls into the issue of non standardisation. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

EVERYTHING can be inputted as a free text option and sales teams often have free reign in filling fields. This makes it absolutely impossible to generate any substantial reporting, let alone have normalised data void of simple spelling errors. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
UV
Small-Business (50 or fewer emp.)
"Important tool for VCs"
What do you like best about Affinity?

For bigger teams, it is essential to have accurate tracking of all the interactions you have with entrepreneurs, and affinity does this very well. It is a place to centralize most information you have about your pipeline. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

There are some minor bugs that still need to be corrected, and it could be easier to export data to excel to extract more specific insights. Would love to see a LinkedIn messages integration. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
UV
Small-Business (50 or fewer emp.)
"Productivity boost"
What do you like best about Affinity?

User-friendly and easy-to-learn CRM platform. Much more adapted to VC use-cases than alternatives (including the CRM we were using before). Brings a significant boost to team productivity in managing deal flow. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

Some potentially interesting features are still suboptimal (e.g., data enrichment from external sources is not visible before adding an organization to a list, which hinders deal sourcing). Review collected by and hosted on G2.com.

Neil I.
NI
Senior Operations Manager
Mid-Market (51-1000 emp.)
"A Powerful Tool For Venture Capitalists"
What do you like best about Affinity?

- 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. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

- 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. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
AV
Small-Business (50 or fewer emp.)
"Affinity = Efficiency"
What do you like best about Affinity?

I love how helpful Affinity is in saving time and gathering information! Review collected by and hosted on G2.com.

What do you dislike about Affinity?

N/A - Always happy to see updates & new features though! Review collected by and hosted on G2.com.

Derek K.
DK
Vice President
Small-Business (50 or fewer emp.)
"Simple, Useful CRM"
What do you like best about 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. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

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.) Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
UV
Small-Business (50 or fewer emp.)
"Associate, Venture Capital"
What do you like best about Affinity?

It helps me keep things organized. Tracking becomes very easy with this. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

It can become very cluttered and difficult to modify it as you wish Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
UV
Small-Business (50 or fewer emp.)
"Head of Capital"
What do you like best about Affinity?

Efficiently tracking contacts and relationships Review collected by and hosted on G2.com.

What do you dislike about Affinity?

Platform can be quite slow and clunky at times Review collected by and hosted on G2.com.

Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Perceived Cost

$$$$$

How much does Affinity cost?

Data powered by BetterCloud.

Estimated Price

$$k - $$k

Per Year

Based on data from 4 purchases.

Affinity Comparisons
Product Avatar Image
HubSpot Sales Hub
Compare Now
Product Avatar Image
Pipedrive
Compare Now
Product Avatar Image
Copper
Compare Now
Affinity Features
Investment Portfolio Management
Investment Analytics
Reporting
Deal Flow Management
Limited Partner Management
Fund Administration
Product Avatar Image
Affinity
View Alternatives