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Affinity Relationship Intelligence

Affinity Relationship Intelligence

4.8
(22)
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Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .

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Affinity Relationship Intelligence Reviews

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Showing 26 Affinity Relationship Intelligence reviews
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Affinity Relationship Intelligence review by Luke D.
Luke D.
Validated Reviewer
Verified Current User
Review Source

"game changer"

What do you like best?

Affinity is a unique solution that has redefined how we think about relationships. Within an easy-to-use UI, our team has been able to create "Alliances" which is a basically a universal rolodex with valuable insights powered by machine-learning. As a result, we're able to source and close more deals, quicker (and also uncover opportunities we didn't know were there).

What do you dislike?

Not much to dislike, but I'd like to see more reporting and data that's relevant to our vertical (healthcare). I've shared this feedback with the product team and they were responsive.

Recommendations to others considering the product

Based on my experience and the teams using Affinity, I expect most companies to adopt this technology. It's comparable to a Linkedin Teams solution but with better insights and underlying data.

What business problems are you solving with the product? What benefits have you realized?

Business is all about relationships, and historically "relationships" are scattered across CRMs, social media, email, and cell phones. Affinity not only provides a more cohesive view, but provides insights into who knows who throughout our organization. We're able to source and close more deals, quicker.

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Affinity Relationship Intelligence review by Kevin L.
Kevin L.
Validated Reviewer
Verified Current User
Review Source

"The best relationship intelligence platform"

What do you like best?

I love everything about the Affinity product. It's clearly designed from a user-first perspective and the product has a easy-to-use, well designed interface that helps me better manage my network and relationships. One of the best parts about using Affinity is that it also minimizes any valuable time wasted by data-entry since it intelligently auto-populates important information.

What do you dislike?

Affinity gets even more powerful when more people in my network use the product so I dislike that more people aren't using such an amazing product!

What business problems are you solving with the product? What benefits have you realized?

Affinity helps me manage my pipeline of company investments and store importants information about my network and founders that I've spoken to. Affinity is absolutely crucial for ensuring that no action item slips through the cracks and has helped ensure that our investments are completed smoothly and as efficiently as possible.

What CRM solution do you use?

Thanks for letting us know!
Affinity Relationship Intelligence review by Simon H.
Simon H.
Validated Reviewer
Verified Current User
Review Source

"Intelligent Context w/ Necessary CRM Features"

What do you like best?

Affinity provides context on our relationships with every organization we are fostering relationships with. By providing a visual representation of emails, meetings, notes, and reminders as well as key information like source of introduction and easy syncing with our team's inbox and calendar it is easy for a small organization to stay on top of many leads.

What do you dislike?

Affinity is just beginning to build out their reporting features. Because of this, the reports can, at times, be unintuitive. Reports and summary dashboards would greatly enhance the product.

Recommendations to others considering the product

If you are in need of intelligent context around each of your relationships and the type of service only a motivated startup can provide, Affinity is your best option.

What business problems are you solving with the product? What benefits have you realized?

Affinity is helping us source our very first customers. Many of these customers are coming from warm introductions or in-network connections. Therefore, it is critical we have the context around our relationship with these early customers. Tools like reminders, notes, auto-syncing with calendar, and even on-platform email give our team a central location to manage these vital early relationships.

Affinity Relationship Intelligence review by Matt M.
Matt M.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"An excellent Relationship Intelligence platform for agencies"

What do you like best?

I love how Affinity lets me find connections to other people in the industry, whether to journalists, freelancers or potential clients. Through the platform’s Alliances feature, I can see which person in my network is connected to the people I’m seeking an introduction to, and I can tell how well acquainted they are so I know if it’s a good fit for a warm intro. I also really like the productivity tools that remind me when I haven’t responded to an email, for example, or that tell me when I’m close to letting a relationship go cold.

What do you dislike?

There’s nothing in particular I dislike. I was one of the early testers of Alliances and found a bug or two, but those seem to be fixed by now.

What business problems are you solving with the product? What benefits have you realized?

I’m mainly using the Relationship Intelligence parts, to ask for warm introductions to people. I love digging through my network to analyze my connections and discover who knows who, how they know each other, etc. It’s very useful to our agency when trying to break in with a particular journalist or when talking to new prospects. We have already landed at least one new client and placed multiple stories thanks to leads we generated through Affinity.

Affinity Relationship Intelligence review by Caroline G.
Caroline G.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"8VC Operations Director"

What do you like best?

My, personal, favorite part of Affinity is to drill into a list and instantly see a snapshot of interactions with each entity. I am able to quickly identify any relationship that might be due for some attention, relationships that might otherwise have been inadvertently dropped.

What do you dislike?

There really isn't a lot that I don't like about Affinity. They're constantly iterating, improving the existing product while building new features.

What business problems are you solving with the product? What benefits have you realized?

Affinity has given us insight into our network that we simply didn’t have before. At any moment, any member of our team can see the status of a relationship – who that individual or organization is in contact with, how frequently, and in what manner. Not only that, but Affinity allows us the insight into how entities in our network are related and connected to each other – something we simply didn’t have before, in any form. For the first time, we are able to centralize our data, allowing us the ability to build work flows and processes that we can trust on top of it.

Affinity Relationship Intelligence review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Great for relationship intelligence in sales, BD, etc"

What do you like best?

Affinity is a great platform for gathering deeper insight into your network as it relates to my sales and business development efforts. It's the best system for understanding these connections that I have found thus far. I like that it also analyzes my email conversations and reminds me of important conversations.

What do you dislike?

hmmm. Not sure. I like everything that it does. I'm quite clear on what the system does and why I got it. I would like it to be deeper integrated into perhaps my other sales and marketing tools. Deep integration into Salesforce, Marketo, SalesLoft, Outreach.io, etc. This would make it more powerful.

What business problems are you solving with the product? What benefits have you realized?

Sales prospecting and sales cycle acceleration.

Affinity Relationship Intelligence review by Luiza P.
Luiza P.
Validated Reviewer
Verified Current User
Review Source

"Intuitive Bliss"

What do you like best?

How affinity integrates with my email and automatically adds new contacts to my lists. It's a huge time saver.

What do you dislike?

Haven't found anything yet. It takes a couple of hours to get the hang of it but this is the case with any new technology.

What business problems are you solving with the product? What benefits have you realized?

Affinity removes the need for time consuming manual entries every time there is a business interaction. It just does everything in the background. Whenever I need to fin someone it is as easy as typing in their name on a search bar. I have used other CRM softwares and this one is by far the best.

Affinity Relationship Intelligence review by Jason W.
Jason W.
Validated Reviewer
Review Source

"Great CRM for anyone working in VC"

What do you like best?

Affinity is custom built for dealflow and has great features. One of the best is the integration with Crunchbase, so company data automatically gets synced (such as industry, types, etc). This saves tons of manual work and effort. Besides that, its super easy to customize fields and add more data. For ex - we use it to cutsomize types of investors (such as private investors, VC, corporations, etc). It also has a very clean and easy interface, and the integration with gmail is very good.

What do you dislike?

Not much. It would be nice if it could categorize company type directly. Also, the only way to upload a list of contacts is to make a list, which isnt always necessary, but it's not a big deal.

What business problems are you solving with the product? What benefits have you realized?

Organizing our contacts very effectively and managing relationships with our important contacts.

Affinity Relationship Intelligence review by Anand S.
Anand S.
Validated Reviewer
Verified Current User
Review Source

"Best UI /UX of any relationship management app"

What do you like best?

The intuitive UI is hands down the best part of the app. By integrating a familiar spreadsheet-like format with all of the advantages of entity tracking, Affinity helps keep all of my relationships in check. I’ve used other sales app and none come close.

What do you dislike?

Not much, there are a few bugs here and there since it hasn’t been completely rolled out, but many of those features are beta.

Recommendations to others considering the product

Try it to setup new lists of people or companies and see how easy it is to figure it out. No instructions needed

What business problems are you solving with the product? What benefits have you realized?

Managing relationships: Investors, Customers, and other stakeholders

Affinity Relationship Intelligence review by Saurabh S.
Saurabh S.
Validated Reviewer
Review Source

"This Team Builds So Fast!"

What do you like best?

I have used a lot of tools in the past and I am stunned by how fast this team builds. The other day I mentioned to my CSM that I would love to see a particular feature, two weeks later it was live. INCREDIBLE. Every month they message their users about all of the new features and improvements. Looking at their LI profile, it seems like a young rockstar group of incredibly talented engineers.

What do you dislike?

Mobile was lagging for a while. So far the new release is much better but looking forward to additional advancements.

What business problems are you solving with the product? What benefits have you realized?

Manage relationships, track customers in our pipeline as they advance through different stages, keep track of emails/customers to follow-up on, see relationships with customers across the entire company

Affinity Relationship Intelligence review by Greg W.
Greg W.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

" Great platform for allowing discovery of otherwise hidden / valuable connections"

What do you like best?

The speed of search, queries and the power of seeing who (within your enterprise or through alliances) has the most leverageable relationships.

What do you dislike?

Would like an easier interface to roll up reports / analytics (a broad set of templates perhaps?)

What business problems are you solving with the product? What benefits have you realized?

In partnerships (and or complex, multilevel sales / customer service environments), relationships / contact databases are coveted (and in many cases obscure). We’re now able to see “who knows who” and then thoughtfully analyze how best to approach key introductions.

Affinity Relationship Intelligence review by User in Venture Capital & Private Equity
User in Venture Capital & Private Equity
Validated Reviewer
Review Source

"Pipeline management is a breeze now that we have Affinity"

What do you like best?

There are three aspects of Affinity that I like best. The first one is the platform's overall ease of use and the fact that it helps organize our pipeline much more easily. The second aspect is Affinity's Gmail plug-in that allows me to upload an opportunity onto the Affinity platform while I have an e-mail related to the opportunity open. The third aspect of Affinity that I really appreciate is its stellar support team. They helped my company and me on several occasions with building reports and optimizing the platform so that it can meet our needs as closely as possible.

What do you dislike?

There isn't much to dislike. At one point I was having trouble configuring a report, but, as I mentioned in my third point of what it is that I like best, the stellar customer service came to my aid and helped me quickly resolve my issue.

Recommendations to others considering the product

Not Applicable

What business problems are you solving with the product? What benefits have you realized?

I don't believe that I have Affinity Relationship Intelligence, but the regular Affinity platform provides insights on the relationships I have and potential introducers that can help me meet new founders.

Affinity Relationship Intelligence review by Kevin C.
Kevin C.
Validated Reviewer
Review Source

"the cutting edge of engaging your 6 degrees of separation "

What do you like best?

I have the ability to truly identify key connections within my network. Executive alignment is crucial in any deal cycle but identifies who and when to use those connections is difficult to manage. Affinity is on the front lines of making your network truly accessible and actionable.

What do you dislike?

Early stage solution still gaining mass adoption.

What business problems are you solving with the product? What benefits have you realized?

Being single threaded in a deal is the quickest way to lose a potential customer. Affinity allows me to identify key relationship which will positively impact the velocity and size of a deal. Team selling is a cornerstone at Conversica and it is not easily achieved. Affinity allowed me to effectively team sell.

Affinity Relationship Intelligence review by Aron H.
Aron H.
Validated Reviewer
Verified Current User
Review Source

"Affinity looks good and works well."

What do you like best?

I began using it to manage my contacts because of its clean design and mobile accessibility. I appreciate it now even more because of the consistent quality of its intelligent insights regarding the strength of relationships.

What do you dislike?

I would like to be able to pull up past emails through its mobile app.

What business problems are you solving with the product? What benefits have you realized?

I rely on Affinity to track unanswered emails and overdue reminders.

Affinity Relationship Intelligence review by Mari P.
Mari P.
Validated Reviewer
Review Source

"facilidad de uso"

What do you like best?

Al proporcionar una representación visual de correos electrónicos, notas y recordatorios, así como información clave como fuente de introducción y fácil sincronización con la bandeja de entrada y el calendario de nuestro equipo, es fácil para una organización pequeña mantenerse a la vanguardia de muchas oportunidades de venta.

What do you dislike?

los informes pueden, a veces, ser poco intuitivos. Los informes y paneles de resumen mejorarĂ­an en gran medida el producto.

What business problems are you solving with the product? What benefits have you realized?

Las herramientas como recordatorios, notas, sincronización automática con el calendario e incluso el correo electrónico en la plataforma brindan a nuestro equipo una ubicación central para administrar estas relaciones.

Affinity Relationship Intelligence review by Brett M.
Brett M.
Validated Reviewer
Review Source

"Great tool to speed of sales"

What do you like best?

Having the ability to find the best and right person to approach using our sales team's connections. It is better to sell from the top, than work your way up the food chain.

What do you dislike?

Coming from a Salesforce instance, getting used to the navigation or organization took some getting used to.

What business problems are you solving with the product? What benefits have you realized?

Speeding up the sales cycle and talking to the actual decision maker is our main issue we are using Affinity to solve. Reducing the time needed to close deals, or at minimum, get to a NO, was reduced by 28%.

Affinity Relationship Intelligence review by User in Venture Capital & Private Equity
User in Venture Capital & Private Equity
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Couldnt live without it"

What do you like best?

Affinity makes everything in my network easily searchable, automatically gathers tons of data so i dont have to enter it, and is my go to for managing professional relationships.

What do you dislike?

It took me some time to get used to the lists functionality, but now that i have it down i make tons of customized lists and use the product for pipeline

What business problems are you solving with the product? What benefits have you realized?

Affinity provides me with invaluable insights into my networks, and how to best leverage it to be more efficient. There have been so many times I have used Affinity to remember when I last spoke to someone, what introductions i have given/received, to track down files, etc. that is so much easier in Affinity than trying to remember the right search terms for an email search.

Affinity Relationship Intelligence review by Trijeet M.
Trijeet M.
Validated Reviewer
Review Source

"Alliances are a Game Changer"

What do you like best?

The capability of their Alliance feature is mind blowing. It solves one of the biggest pain points I have faced as an entrepreneur - scoring warm introductions . From recruiting to fundraising, warm intros can make or break a business. Alliances surfaces all this data so I can better leverage my network. Really is amazing technology.

What do you dislike?

The reports were limited for a while. They just released a few more that align them with other Salesforce alternatives.

What business problems are you solving with the product? What benefits have you realized?

Leverage relationships and source more warm intros.

Affinity Relationship Intelligence review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Use affinity for sourcing companies and managing which I've spoken to."

What do you like best?

I like the fact that I can track the companies I am interested in and keep a close eye.

What do you dislike?

I don't like how you cannot create sublists within the major list of deals/companies.

Recommendations to others considering the product

Try and take advantage of all of the features you can, including the mobile app. Affinity is very customizable, so try and make it what you need by customizing the stuff that's important to you.

What business problems are you solving with the product? What benefits have you realized?

I've been more organized which has allowed me to see my short term goals clearer.

Affinity Relationship Intelligence review by Drew O.
Drew O.
Validated Reviewer
Verified Current User
Review Source

"Incredible product, saves us a ton of time and helps us manage our relationships better than ever!"

What do you like best?

Automatically captures all data, structures in a way that provides business value, and makes my teams life way easier

What do you dislike?

The mobile app needs a bit of work and a new version release

What business problems are you solving with the product? What benefits have you realized?

Relationship management, pipeline management, global contact management, firm transparency

Affinity Relationship Intelligence review by User
User
Validated Reviewer
Verified Current User
Review Source

"The best CRM for Startups and Investors - and priced accordingly"

What do you like best?

Seamless email & calendar integration shows past and upcoming touch points making it easy to maintain momentum. Additionally, the product is being actively developed, the team has already implemented some improvements based on feedback I've given.

What do you dislike?

Only negatives are the price and the notes feature that doesn't support rich text.

Recommendations to others considering the product

If you can afford it, use it.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of all my active deals

Maintaining regular cadence with ongoing partners

Ensuring nothing slips through the cracks

Affinity Relationship Intelligence review by Rene M.
Rene M.
Validated Reviewer
Verified Current User
Review Source

"Affinity is definitely the best "

What do you like best?

Affinity is the best way for you to be with your company and to organize

What do you dislike?

Nothing this is a great app all around j

Recommendations to others considering the product

This app is a must have for sale in business intelligence

What business problems are you solving with the product? What benefits have you realized?

Sales intelligence

Affinity Relationship Intelligence review by Smoot C.
Smoot C.
Validated Reviewer
Review Source

"High Value Offering, Affordable and Opens Doors"

What do you like best?

Helps me visualize pipeline, strength of relationships and owners in certain tech names without having to individually source and build lists manually.

What do you dislike?

I actually think they could partner with another one of Joe L.'s companies/tools that I utilize and would make it even more powerful.

Recommendations to others considering the product

I've done this multiple times now

What business problems are you solving with the product? What benefits have you realized?

More effective follow-ups, Relationship connectivity visualization, strength of relationships, Help me extend sales pipeline.

Affinity Relationship Intelligence review by Mar H.
Mar H.
Validated Reviewer
Review Source

"Managing Partner"

What do you like best?

Gmail plug-in. Automated synch with our email and calendaring. Daily notifications and warnings.

What do you dislike?

Best CRM we have used. We switched from SalesforceIQ and our productivity went through the roof!

What business problems are you solving with the product? What benefits have you realized?

Managing all our relationships, keeping track of interactions, watching interesting people, understanding what are next steps, action items with each specific deal.

Affinity Relationship Intelligence review by Anunay K.
Anunay K.
Validated Reviewer
Review Source

"Must have if you’re managing relationships!"

What do you like best?

Wow! Simply amazed by how clean the UI is and how powerful the relationship data in helping me find connections in my network.

What do you dislike?

Not much to dislike about this product!

Recommendations to others considering the product

You definitely won't regret switching to it!

What business problems are you solving with the product? What benefits have you realized?

Managing my network. Affinity has helped me realize its true potential.

Affinity Relationship Intelligence review by Miles T. B.
Miles T. B.
Validated Reviewer
Review Source

"Best CRM tool"

What do you like best?

Affinity is the most important tool I use in my job as an investor to raise money, source investments, and support portfolio companies. Period.

What do you dislike?

It's still a little bit slow to load sometimes.

What business problems are you solving with the product? What benefits have you realized?

Quickly searching through my relationships using filters to support portfolio companies.

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* We monitor all Affinity Relationship Intelligence reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.