Affinity is a relationship intelligence platform helping professionals leverage their networks to achieve their business priorities. Using patent-pending technology, Affinity helps teams manage and grow their networks by unlocking introductions to decision makers and auto-populating pipelines to increase deal flow.
After trying about every tool out there for CRM management for our relationships and portfolio management, this checked all the boxes. It's ability to capture meetings, calls, emails, documents and notes between teams is amazing. We have actively been using it from the early days and continue to use it today for our entire globally distributed team. Smart list creation and the fact that everything is LIVE capturing what you do allows our team to stay in touch and in tune with everything going on. The privacy settings are also a great offering allowing you to not include full details or even subject lines where certain teams do not need to see it. Excited to watch this product continue to expand.
Pros:I looked for a platform to manage the sourcing, conversations and ongoing portfolio and relationships management. This is it.
Cons:Mobile app does not have the full experience... yet.
We used Affinity at NewtonDrive.ai when we were fundraising. We were using a simple spreadsheet previously and imported it into Affinity. It really help us leverage our investors' networks and manage our ongoing conversations with investors.
Pros:- spreadsheets on steroids: familiar UX but much more powerful
- smooth transition by importing spreadsheets
- leverage external networks
Cons:- none so far
Looking forward to where Affinity goes!
Pros:I like the reminders of emails to send to people.
Cons:Wish more people used it, because it's limiting if you only have a handful that do.
I've been using this for over a year for everything in our startup, from lists of customers and prospective customers to lists of investors, advisors, and the like and I have enjoyed the simplicity. Compared to other CRMs this tool is much broader likely because it leverages a spreadsheet-like interface which makes it much more familiar, yet somehow it feels a lot easier to use. Other CRMs are only optimized for sales, but don't go broader to accommodate other use cases and that made them very unintuitive.
But aside from the basic features, hands down the best features are the network ones like the ability to map your network and see the strength of your connection and leverage it with the Alliances feature. By adding allies who can help you get intros to people in a secure and safe way (without exposing people's entire rolodexes) you can leverage their network and expand yours. I would highly recommend this to anyone running a startup who has to manage a number of different people and organizations in one place, it's been a lifesaver for us.
Pros:- great UI, w/ a familiar spreadsheet-like interface
- simple concepts - person & organization
- leverage network w/ alliances
- A+ support
Cons:- hard to visualize a pipeline
We tried out Affinity and loved the product. We were thinking of replacing something built in-house that was very custom to our organization, which has 11 firms working closely together with a unique process. Ultimately, it was too much effort to move, but if we were starting from scratch, we would have gone with Affinity!
Pros:Great UX for deal management and finding relevant relationships within your network
Cons:None
After using Affinity for 6 months, I am thrilled with how the product has impacted our workflow in the office.
Pros:Superior UI as a CRM for internal network management
Cons:Search functionality still needs work. Some functions are not very intuitive. Gmail integration doesn't always work.
Excellent product
Pros:Extremely simple plug in that automatically ingests and understands your network
Cons:I cant think of any, but for posterity, just make sure that you're looking at how your conversational data is displayed to your team.
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