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66 Affinity Reviews
Overall Review Sentiment for Affinity
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We procured Affinity when our M&A advisory team moved to a larger platform and we needed a much more robust platform than our generic CRM for tracking all of our collective relationships as a group, and especially so as we added members to our team. All of us have the platform open nearly our entire day, whether to maintain BD worklists, track deal outreach, take meeting / market intel notes, plan marketing campaigns, maintain coverage universes, or quickly refresh ourselves on our past interaction history with a given company / person, among others. Affinity is an unbelievably easy to use platform and has a lot of automation to remove a lot of the manual data entry tasks we used to have to allocate time to. Review collected by and hosted on G2.com.
We occasionally stumble upon small workflow painpoints, but the Affinity team has always been very responsive to feature ideas / requests, up to and including the CEO. Review collected by and hosted on G2.com.
Highly intuitive tool for CRM management, in particular for VCs. Excellent Gmail integration, allowing your users to gain access to the wider team effort. Their customer support is fast and delivers on most queries. When we implemented Affinity it was our third major CRM, and the one we have stuck with the longest. Review collected by and hosted on G2.com.
Affinity is fairly pricey and some of the privacy settings could be more granular. Review collected by and hosted on G2.com.
Solid user experience and does everything I need it do when it comes to managing deal flow. I use the platform daily for deal sourcing, taking notes, keeping reminders, and updating our deal pipeline. Review collected by and hosted on G2.com.
Nothing major to dislike. Sometimes the chrome add-in has some issues connecting or will ask me to log-in and then I get an error message. Support has always been quite helpful. Review collected by and hosted on G2.com.
Super easy and straight forward product with a fast learning curve. The ability for CRM entries to continually refresh automatically is a huge value add. Beyond using the product as CRM entry, it is slowly becoming a system of record. Customer service team is also extremely responsive and supportive. Affinity takes our user experience feedback seriously and works with us to constantly improve the product. Review collected by and hosted on G2.com.
At this time, it can not replace other use case specific CRM - such as talent/recruiting- as it lacks use case specific data fields and data viewing permissions. Review collected by and hosted on G2.com.
I really enjoy the ability to keep up with parties that myself and others on my team have reached out to so that "wires don't get crossed". I also enjoy the ability to keep track of the entire deal pipeline (size, status, etc.). Affinity team is very responsive and receptive. Review collected by and hosted on G2.com.
We have often asked for Affinity to have more "excel like" calculation features. They are actively working on this. The dashboard are helpful and have been improved, but they could be more intuitive, at times. Review collected by and hosted on G2.com.
Automated logging of meetings on calendar, the ability to track almost anything, etc. Review collected by and hosted on G2.com.
I'm not sure I dislike anything. There might be some things that come up, but considering I haven't done enough training and also haven't used it long enough, there may be things I say "I don't like how..." to, only to find out there's a way to fix it already. Review collected by and hosted on G2.com.
Aesthetically pleasing and easy to move items across borders. The tracking function of Affinity is also helpful to the team by providing insights to tracking of activity. Review collected by and hosted on G2.com.
I don't like that actions are set in stone. There is no way to undo actions in Affinity. I had trouble early on deleting an item in a sheet view that would delete across all lists. Review collected by and hosted on G2.com.
Affinity is inuative. It is great that it is not complicated to train new users on the system. Review collected by and hosted on G2.com.
In consistant cusor movement does present challenges when using the software. Not sure where you are typing sometimes. Review collected by and hosted on G2.com.
Automatically feeding in email and contact data, their responsive and fantastic CS team, and how easy to use and intuitive the platform is. Review collected by and hosted on G2.com.
Nitpicking here but would be great to have a global view across all our teams, and integration with OneNote if possible! Review collected by and hosted on G2.com.
