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Affinity description
Affinity is a CRM system designed for businesses that heavily rely on building and managing relationships, such as financial services and venture capital firms. It automatically gathers data from your emails, calendars, and other sources to provide a complete view of your network. Affinity helps you identify potential deals, manage your interactions, and provides insights to strengthen your relationships, eliminating manual data entry and improving team collaboration. You can use Affinity as your main CRM or integrate it with existing platforms like Salesforce.
Who is Affinity best for
Affinity is an ideal CRM solution for small to midsize businesses, particularly in finance, that prioritize relationship building. Users praise its intuitive interface and automated data capture from emails and calendars. However, some users have noted limitations in analytics dashboards and occasional syncing issues. Consider Affinity if you’re in finance, especially venture capital or private equity, and need a user-friendly CRM to streamline relationship management and deal flow.
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Affinity is best suited for small to mid-sized businesses, particularly in finance, looking to manage relationships.
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Affinity is a strong fit for industries heavily reliant on relationship management, such as venture capital, private equity, and financial services.
Affinity features
| Supported Affinity supports storing and managing investor contact information. |
| Supported Affinity provides a CRM system specifically designed for managing investor relationships and tracking interactions, especially in the investment and private capital industries. It offers features such as investor relationship management, deal and investor tracking, relationship intelligence and insights, portfolio management, and automated data capture and analysis. |
| Supported Affinity supports robust integration with Salesforce products, enhancing the functionality and efficiency of CRM operations. |
| Supported Affinity CRM offers multiple features for logging interactions with investors, including calls, emails, and meetings. It integrates with various communication channels and automatically captures data, making it a good solution for communication tracking. |
| Supported Affinity automatically captures emails and meetings, reducing manual data entry. |
| Supported Affinity integrates with email clients like Gmail and Outlook. |
| Supported Affinity supports deal tracking and pipeline management. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Affinity reviews
We've summarised 66 Affinity reviews (Affinity G2 reviews) and summarised the main points below.
- Intuitive user interface and ease of use.
- Seamless integration with Gmail and calendar for automated data capture.
- Robust relationship management features, including network visualization and introduction pathways.
- Excellent customer support, praised for responsiveness and helpfulness.
- Occasional issues with the Chrome extension requiring frequent logins.
- Limited flexibility in customizing data structures.
- The emailing tool lacks features like image uploading.
- Some users find the analytics dashboards could be more intuitive.
Affinity pricing
The commentary is based on 5 reviews from Affinity G2 reviews.
Affinity's pricing is a recurring theme in user reviews, with some users finding it expensive, especially considering the limitations in analytics for non-premium versions. However, many users, particularly venture capitalists, find it worth the cost for its powerful relationship management and deal flow features.
Users sentiment
See the Affinity pricing page.
Essential
Relationship and network management, automated contact creation and enrichment, activity capture, dealflow management.
Scale
All Essential features plus simplified sourcing with browser and email addins, extended network and contact data, dealflow, relationship, and activity analytics, mobile relationship intelligence.
Advanced
All Scale features plus AI notetaking and call summarization, scaled email communication and tracking, AI driven alternate company research, deeper people and company data enrichment.
Enterprise
All Advanced features plus secured managed access with SSO, team, data, and access permissions, data export restrictions, integrate with any App or data with unlimited API access.
Affinity alternatives
Pipedrive
Better for larger companies and wider range of industries. It is growing faster and has more momentum.
Aumni
Aumni is growing faster and has a more neutral pricing sentiment. It is a better fit for users who value a single source of truth for legal documents and dislike frequent login requirements. However, it has limited functionality for managing exits and might lack some CRM features, such as email integration.
Navatar
It is growing faster but has received more mixed feedback from users.
Attio
More suitable for small businesses and has more momentum. Lacks industry specialization.
Sourcescrub
More suitable for larger companies. More focused on providing data and insights for mergers and acquisitions. Is growing faster.
HubSpot CMS Hub
It is a better fit for companies of all sizes and caters to a wider range of industries. It has more momentum in terms of growth and offers a more user-friendly interface.
Affinity FAQ
What is Affinity and what does Affinity do?
Affinity is a relationship intelligence CRM specifically designed for deal-making businesses like venture capital firms. It leverages automation to capture communication data, providing insights that help manage relationships, identify potential deals, and streamline workflows. It integrates seamlessly with existing platforms such as Salesforce.
How does Affinity integrate with other tools?
Affinity integrates with other tools through its robust Salesforce integration, enhancing CRM operations. Additionally, it seamlessly connects with email clients like Gmail and Outlook for automated data capture and streamlined communication tracking.
What the main competitors of Affinity?
Affinity competitors include CRM solutions with a relationship focus like Navatar and Attio. Alternatives also include more specialized tools like Aumni for venture capital portfolio management and Sourcescrub for deal origination in finance. Pipedrive provides a more sales-oriented CRM experience.
Is Affinity legit?
Affinity is a legitimate CRM platform used by many businesses, especially in venture capital and private equity. It's generally considered safe and reliable, offering robust relationship management features. However, some users have reported occasional syncing issues and a less intuitive analytics dashboard.
How much does Affinity cost?
Affinity's pricing is based on a per-user, per-year subscription. The Essential plan costs $2,000 per user per year. The Scale plan is $2,300 per user per year. The Advanced plan costs $2,700 per user per year. Contact Affinity for Enterprise plan pricing.
Is Affinity customer service good?
Affinity receives mixed reviews for its customer service. While some users praise the customer support team for their responsiveness and helpfulness, others point out occasional issues with the Chrome extension and suggest that sorting functions could be more user-friendly.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.