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

Discussions

Affinity Community

Languages Supported

English

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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Top-Rated Alternatives

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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.

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charles g.

Mid-Market (51-1000 emp.)

9/1/2023

"Great CRM platform for Venture Capital"

5/5

What do you like best about Affinity?

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.

What do you dislike about Affinity?

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.

Jacob R.

Small-Business (50 or fewer emp.)

5/10/2023

"Overall, very good experience from both the product and the Affinity Team"

4/5

What do you like best about Affinity?

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.

What do you dislike about Affinity?

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.

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

Affinity Allows us to keep all of our contacts in one common place and keep track of historical and future communications. We are able to separate contacts by certain types, status etc. Also, Affinity allows us to keep our entire deal pipeline in one simple location that everyone can see, comment on, discuss etc. Review collected by and hosted on G2.com.

Maurice R.

Venture Capital

Small-Business (50 or fewer emp.)

7/24/2023

"Great!"

4.5/5

What do you like best about Affinity?

Automated logging of meetings on calendar, the ability to track almost anything, etc. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

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.

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

Tracking relationships and ability to visualize the entire funnel of pipeline. On Salesforce (for us, at least) everything visually looked like a list, and we had to manually log events and create reports. Affinity makes all that easier. I now rarely forget about companies I spoke to a while ago that I should check back in with. Review collected by and hosted on G2.com.

Hunter M.

Small-Business (50 or fewer emp.)

5/10/2023

"I utilize Affinity to track and monitor investment portfolio companies and potential deals."

4/5

What do you like best about Affinity?

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.

What do you dislike about Affinity?

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.

Regina W.

Small-Business (50 or fewer emp.)

8/14/2023

"2023 Review of Affinity"

4.5/5

What do you like best about Affinity?

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.

What do you dislike about Affinity?

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.

Verified User in Venture Capital & Private Equity

Small-Business (50 or fewer emp.)

5/24/2023

"Fantastic! Intuitive platform that has improved our CRM dramatically, with a supportive CS team."

5/5

What do you like best about Affinity?

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.

What do you dislike about Affinity?

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.

Shelby E.

Small-Business (50 or fewer emp.)

5/19/2023

"Natalie"

5/5

What do you like best about Affinity?

She is so patient and helpful with us on each call! Her follow up is amazing and we appreciate how accessible she is. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

some of the sorting functions and filters could be easier to use Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity

Small-Business (50 or fewer emp.)

5/10/2023

"Quick to start, easy to use"

5/5

What do you like best about Affinity?

The automatic population of a company record by just entering its name or url. Review collected by and hosted on G2.com.

What do you dislike about Affinity?

The less-friendly functionalities to update company and contact details if it does not exist in the Affinity database. Review collected by and hosted on G2.com.