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
  • 24/7 (Live rep)
  • Chat

Deployment

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

Training

  • Live Online
  • Webinars
  • Documentation
  • Videos

Affinity Features

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

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  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Contact Management
  • Document Storage
  • Email Management
  • Forecasting
  • Interaction Tracking
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Marketing Automation
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

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  • API
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Brand Management
  • CRM
  • Calendar Management
  • Cash Flow Analysis
  • Client Portal
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Critical Date Alerts
  • Customizable Branding
  • Customizable Reports
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Email Alerts
  • Expense Tracking
  • Financial Analysis
  • For Appraisers
  • For Brokers
  • For Investors & Traders
  • For Property Managers
  • Forecasting
  • Lead Management
  • Maintenance Scheduling
  • Portfolio Management
  • Project Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Self Service Portal
  • Strategic Planning
  • Summary Reports
  • Task Management
  • Third Party Integrations
  • User Management
  • Vendor Management
  • Visual Analytics
  • Work Order Management
  • Workflow Management

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  • API
  • Access Controls/Permissions
  • Account Alerts
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Expense Tracking
  • Forecasting
  • Household Tracking
  • Influence Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Marketing Automation
  • Mobile Access
  • Pipeline Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Reports
  • Search/Filter
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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  • API
  • Activity Dashboard
  • Activity Tracking
  • Appointment Scheduling
  • Auto-Dialer
  • Automatic Call Distribution
  • CRM
  • Calendar Management
  • Call Center Management
  • Call Disposition
  • Call List Management
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Tracking
  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Campaign Management
  • Chat/Messaging
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Templates
  • Dashboard
  • Data Management
  • Email Management
  • Email Templates
  • IVR / Voice Recognition
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Qualification
  • Meeting Management
  • Monitoring
  • Multi-Channel Communication
  • Performance Management
  • Real Time Analytics
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Reports
  • Sales Trend Analysis
  • Task Management
  • Third Party Integrations
  • Voice Mail
  • Workflow Management

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  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

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  • API
  • Activity Dashboard
  • Activity Tracking
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cataloging/Categorization
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

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  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • CRM
  • Calendar Management
  • Campaign Management
  • Client Management
  • Client/Property Matching
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Pipeline Management
  • Pipeline Reports
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Segmentation
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Workflow Management

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Affinity Alternatives

More Affinity alternatives

Affinity Reviews

Read all reviews

Overall rating

5/5

Average score

Ease of Use 5
Customer Service 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, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/07/22

"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 2020/07/22