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Affinity

Last updated on

Company health

Employee growth
3% increase in the last year
Web traffic
15% decrease in the last quarter

Reviews

G2
4.5/5
(66)
Glassdoor
3.8/5
(59)

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.

  • Affinity is best suited for small to mid-sized businesses, particularly in finance, looking to manage relationships.

  • Affinity is a strong fit for industries heavily reliant on relationship management, such as venture capital, private equity, and financial services.


Affinity features

Type in the name of the feature or in your own words tell us what you need
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.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Value and Pricing Transparency

Rather negative
-0.33

Customer Service

Rather positive
+0.5

Ease of Use

Rather positive
+0.6

Reliability and Performance

Strongly negative
-1

Affinity reviews

We've summarised 66 Affinity reviews (Affinity G2 reviews) and summarised the main points below.

Pros of Affinity
  • 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.
Cons of Affinity
  • 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

Rather negative
-0.33

See the Affinity pricing page.

Essential

$2,000 user / year

Relationship and network management, automated contact creation and enrichment, activity capture, dealflow management.

Scale

$2,300 user / year

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

$2,700 user / year

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

Custom

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

  • Logo of Attio
    Attio
    More suitable for small businesses and has more momentum. Lacks industry specialization.
  • Logo of HubSpot CMS Hub
    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


    Reviewed by

    MK
    Michal Kaczor
    CEO at Gralio

    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.

    TT
    Tymon Terlikiewicz
    CTO at Gralio

    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.