Who Uses Affinity?

Built for relationship-driven industries, Affinity can be used by teams ranging from financial services (firms that deploy capital into companies) to professional services firms to corporates.

What Is Affinity?

Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how teams manage relationships by automating data entry, never dropping the ball on key connections, and unlocking warm introductions to key decision-makers. Short on time for manually filling your CRM? Making decisions about your deals using guesswork? Affinity is for you.

Affinity Details

Project Affinity

https://affinity.co

Scale. Enrich. Learn.
Visualize your workflow
Track company-level data
Connect faster and easier
Your network on-the-go
Scale. Enrich. Learn.-thumb
Visualize your workflow-thumb
Track company-level data-thumb
Connect faster and easier-thumb
Your network on-the-go-thumb

Affinity pricing overview

Affinity does not have a free version but does offer a free trial.


Pricing Details

Contact Affinity for pricing details.

Free Version

No

Free Trial

Yes

Affinity deployment and support

Support

  • Email/Help Desk
  • Knowledge Base Software
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training Software

  • Live Online
  • Webinars
  • Documentation
  • Videos

Affinity Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Marketing Automation Software
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

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  • Data Visualization Software
  • Deal Management
  • Document Management Software
  • Document Storage
  • Email Alerts
  • Expense Tracking
  • Financial Analysis
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  • For Brokers
  • For Investors & Traders
  • For Property Managers
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  • Lead Management Software
  • Maintenance Scheduling
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  • Project Management Software
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Affinity Reviews

Read all reviews

Overall rating

5/5

Average score

Ease of Use 5
Customer Service Software 5
Features 5
Value for Money 5

Review software

Share your experiences with other software buyers.

Write a Review!
Gaby H.
CEO
Commercial Real Estate Software, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 22/07/2020

"Affinity is brilliant"

Pros: The ease of functionality with Affinity is really what sets it apart from it's competitors - helping both relationship-building and the customer acquisition journeys be as effective as possible!

Cons: Genuinely - nothing. I think the team have considered functionality really well and it works well for my needs.

  • Reviewer Source 
  • Reviewed on 22/07/2020