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 Investment Banking

Small-Business (50 or fewer emp.)

6/5/2020

"Jovian has been an amazing partner at Affinity"

4/5

What do you like best about Affinity?

Access to support is key. There are many aspects to understand and direct access to support simplifies the frustration. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

There are many variables in Affinity which feel overwhelming. Integrations could also be more simplified. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

6/8/2020

"Great idea, lots of problems"

1/5

What do you like best about Affinity?

Being able to see co-worker's relationship contexts, data from clearbit for free, auto-logging of comms, nice customer support rep/people Review collected by and hosted on G2.com.

What do you dislike about Affinity?

Have used it for many years and there's been little improvement, consistently horrible UX that gets worse over time, poor data quality and errors often produced. Review collected by and hosted on G2.com.

Hari A.

Partnerships Lead

Small-Business (50 or fewer emp.)

8/23/2019

"Powerful tool for managing relationships and creating lists"

4/5

What do you like best about Affinity?

Affinity is extremely powerful for tracking relationships - giving you reminders to reply to or chase emails, tracking the frequency of meetings or calls, and surfacing who might be able to introduce you to potential business leads.

It has the potential to be even better for sales than LinkedIn. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

The network is limited by the amount of users - so if not many people in your network are using Affinity, you lose some of the power of, for instance, seeing who might be a strong connection to the person you want to get to. Sometimes the breadth of tools available can mean information is cluttered, and occasionally it will pull in information that you don't want, or information that is too general. The integrations with other products could also be stronger - for instance integrating with Slack would be useful. It also pulls in just email contacts, whereas being able to analyse all social media in this case could also be helpful. Review collected by and hosted on G2.com.

Recommendations to others considering Affinity:

Best if you know your network is already using the product to track relationships. Also better as part of a team rather than solo lead generation. Review collected by and hosted on G2.com.

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

Creating sales pipelines was much easier, quicker and more effective with Affinity than anywhere else. Managed to quickly see who had a connection with the person I was trying to reach. The product allows you to identify an opportunity, qualify it and then move it towards an activated partnership. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity

Small-Business (50 or fewer emp.)

9/10/2019

"Excellent CRM"

5/5

What do you like best about Affinity?

The ability to see relationship strength within my network lets me understand who is best able to introduce me or who within my company already knows a company and may have met with them in the past. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

We don't keep our meeting notes in Affinity and use Google Docs/Evernote instead as you can't save templates and it's challenging to export for drafting ICMs. Review collected by and hosted on G2.com.

Recommendations to others considering Affinity:

It's expensive but worth the cost! It saves a lot of time and relationship social capital by not forcing me to ask people for introductions who don't know the company well. Review collected by and hosted on G2.com.

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

It helps me save time in getting intros to companies and understanding who my colleagues know and which companies they're speaking to. Review collected by and hosted on G2.com.

Luke D.

Director, Strategic Partnerships

Hospital & Health Care

Mid-Market (51-1000 emp.)

8/16/2018

"game changer"

5/5

What do you like best about Affinity?

Affinity is a unique solution that has redefined how we think about relationships. Within an easy-to-use UI, our team has been able to create "Alliances" which is a basically a universal rolodex with valuable insights powered by machine-learning. As a result, we're able to source and close more deals, quicker (and also uncover opportunities we didn't know were there). Review collected by and hosted on G2.com.

What do you dislike about Affinity?

Not much to dislike, but I'd like to see more reporting and data that's relevant to our vertical (healthcare). I've shared this feedback with the product team and they were responsive. Review collected by and hosted on G2.com.

Recommendations to others considering Affinity:

Based on my experience and the teams using Affinity, I expect most companies to adopt this technology. It's comparable to a Linkedin Teams solution but with better insights and underlying data. Review collected by and hosted on G2.com.

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

Business is all about relationships, and historically "relationships" are scattered across CRMs, social media, email, and cell phones. Affinity not only provides a more cohesive view, but provides insights into who knows who throughout our organization. We're able to source and close more deals, quicker. Review collected by and hosted on G2.com.

Kevin L.

Chief of Staff, Investment Team

Venture Capital & Private Equity

Small-Business (50 or fewer emp.)

8/21/2018

"The best relationship intelligence platform"

5/5

What do you like best about Affinity?

I love everything about the Affinity product. It's clearly designed from a user-first perspective and the product has a easy-to-use, well designed interface that helps me better manage my network and relationships. One of the best parts about using Affinity is that it also minimizes any valuable time wasted by data-entry since it intelligently auto-populates important information. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

Affinity gets even more powerful when more people in my network use the product so I dislike that more people aren't using such an amazing product! Review collected by and hosted on G2.com.

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

Affinity helps me manage my pipeline of company investments and store importants information about my network and founders that I've spoken to. Affinity is absolutely crucial for ensuring that no action item slips through the cracks and has helped ensure that our investments are completed smoothly and as efficiently as possible. Review collected by and hosted on G2.com.

Verified User in Banking

Small-Business (50 or fewer emp.)

7/29/2019

"Investor"

4.5/5

What do you like best about Affinity?

I really like how easy it is to use and track various relationships. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

There needs to be an easier way to link various individuals to deals. Review collected by and hosted on G2.com.

Matt M.

Managing Director

Marketing and Advertising

Small-Business (50 or fewer emp.)

8/15/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"An excellent Relationship Intelligence platform for agencies"

5/5

What do you like best about Affinity?

I love how Affinity lets me find connections to other people in the industry, whether to journalists, freelancers or potential clients. Through the platform’s Alliances feature, I can see which person in my network is connected to the people I’m seeking an introduction to, and I can tell how well acquainted they are so I know if it’s a good fit for a warm intro. I also really like the productivity tools that remind me when I haven’t responded to an email, for example, or that tell me when I’m close to letting a relationship go cold. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

There’s nothing in particular I dislike. I was one of the early testers of Alliances and found a bug or two, but those seem to be fixed by now.

Review collected by and hosted on G2.com.

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

I’m mainly using the Relationship Intelligence parts, to ask for warm introductions to people. I love digging through my network to analyze my connections and discover who knows who, how they know each other, etc. It’s very useful to our agency when trying to break in with a particular journalist or when talking to new prospects. We have already landed at least one new client and placed multiple stories thanks to leads we generated through Affinity. Review collected by and hosted on G2.com.

Caroline G.

Operations Director

Venture Capital & Private Equity

Small-Business (50 or fewer emp.)

8/15/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"8VC Operations Director"

5/5

What do you like best about Affinity?

My, personal, favorite part of Affinity is to drill into a list and instantly see a snapshot of interactions with each entity. I am able to quickly identify any relationship that might be due for some attention, relationships that might otherwise have been inadvertently dropped. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

There really isn't a lot that I don't like about Affinity. They're constantly iterating, improving the existing product while building new features. Review collected by and hosted on G2.com.

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

Affinity has given us insight into our network that we simply didn’t have before. At any moment, any member of our team can see the status of a relationship – who that individual or organization is in contact with, how frequently, and in what manner. Not only that, but Affinity allows us the insight into how entities in our network are related and connected to each other – something we simply didn’t have before, in any form. For the first time, we are able to centralize our data, allowing us the ability to build work flows and processes that we can trust on top of it. Review collected by and hosted on G2.com.

Luiza P.

Mid-Market (51-1000 emp.)

8/23/2018

"Intuitive Bliss"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.