Affinity Reviews & Product Details

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.

Seller

Affinity

Languages Supported

English

Product Description

Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .

Overview by

Emilie Begin

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Perceived Cost

$$$$$

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Affinity Integrations

(2)

Integration information sourced from real user reviews.

Affinity Media

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.

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.

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.

View all your lists, organizations, and network all in one place.

Affinity Reviews (71)

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Verified User in Venture Capital & Private Equity

Small-Business (50 or fewer emp.)

4/13/2022

"The CRM that tracks everything..."

4.5/5

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.

What problems is Affinity solving and how is that benefiting you?

Been able to keep track of important pieces of information relating to our LPs (investors) allowing us to make informed decisions and bespoke and relevant outreach campaigns. Also been able to track the movement of our investors through the pipeline, making it obvious which investors are progressing quicker and more seriously than others, which can serve as a prompt to nudge earlier conversations along the funnel if needs be. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity

Small-Business (50 or fewer emp.)

4/5/2022

"Keeps me organized"

4/5

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.

Revenue Operations Strategist

Small-Business (50 or fewer emp.)

3/10/2022

"A nightmare for any admin"

0/5

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

Small-Business (50 or fewer emp.)

4/7/2022

"Important tool for VCs"

4.5/5

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

Small-Business (50 or fewer emp.)

4/6/2022

"Productivity boost"

4/5

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.

Senior Operations Manager

Mid-Market (51-1000 emp.)

8/3/2021

"A Powerful Tool For Venture Capitalists"

5/5

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

Small-Business (50 or fewer emp.)

4/5/2022

"Affinity = Efficiency"

5/5

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.

Vice President

Small-Business (50 or fewer emp.)

11/30/2021

"Simple, Useful CRM"

5/5

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.