What Is Affinity?

The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence

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.

Where can Affinity be deployed?

Cloud-based
On-premise

About the vendor

  • Project Affinity

Affinity support

  • 24/7 (Live rep)
  • Chat

Countries available

Australia, Canada, France, Germany, Ireland and 8 others

Languages

English

Affinity pricing

Starting Price:

Not provided by vendor
  • Yes, has free trial
  • No free version

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

About the vendor

  • Project Affinity

Affinity support

  • 24/7 (Live rep)
  • Chat

Countries available

Australia, Canada, France, Germany, Ireland and 8 others

Languages

English

Affinity videos and images

Affinity Software - Scale. Enrich. Learn.
Affinity Software - Visualize your workflow
Affinity Software - Track company-level data
Affinity Software - Connect faster and easier
Affinity Software - Your network on-the-go
View 5 more
Affinity Software - Scale. Enrich. Learn.
Affinity Software - Visualize your workflow
Affinity Software - Track company-level data
Affinity Software - Connect faster and easier
Affinity Software - Your network on-the-go

Features of Affinity

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Client Management
  • Client/Property Matching
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Reports
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Email Marketing
  • For Investors & Traders
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Portfolio Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Pipeline Management
  • Task Management
  • Third Party Integrations
  • Workflow Management

Affinity Alternatives

Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Freshdesk is an easy-to-use customer service software that helps over 50,000 businesses worldwide create stellar customer experiences.
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
An omnichannel CRM life sciences platform built on Microsoft Cloud for healthcare.
Easy to use CRM with optional marketing tool that helps you work smarter by managing and tracking your leads, customers and engagement. Learn more about Really Simple Systems CRM
monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go. Learn more about monday.com
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.

Reviews of Affinity

Average score

Overall
4,7
Ease of Use
4,7
Customer Service
4,7
Features
4,7
Value for Money
4,0

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Find reviews by score

5
67%
4
33%
Verified Reviewer
Chief Growth Officer in Greece
Verified LinkedIn User
Internet, 51-200 Employees
Used the Software for: 1-5 months
Reviewer Source

Great tool for investor relations

5,0 last year

Pros:

We use Affinity to manage our investor relations. What I like most: - It is really intuitive and easy to get started - GDPR, data security...big topics for us in Germany especially in this context - Great pipeline analytics to keep a realistic assessment

Cons:

- No integration with Pipedrive where we historically also have quite some conversations stored.

gaby
CEO in France
Commercial Real Estate, 51-200 Employees
Used the Software for: 1+ year
Reviewer Source

Affinity is brilliant

5,0 2 years ago

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.

Karan
Associate in India
Computer Software, 201-500 Employees
Used the Software for: 1+ year
Reviewer Source

Productive CRM for PC & mobile

4,0 5 months ago

Comments: Facilitates collaboration across several team functions and helps manage customer relations in a better way!
Increased responsiveness of the platform can make the experience much user friendlier!

Pros:

Easy-to-use CRM that tracks conversations, attachments, and sends reminders. The Gmail chrome extension is incredibly useful. The mobile app is quite powerful compared to other CRM apps.

Cons:

The platform is quite slow (like most CRMs) and tiresome to use this on a day to day basis Limited analytics/reports offered Email customization & analytics can be a great value add

Alternatives Considered: Salesforce Sales Cloud

Switched From: Freshdesk and HubSpot CRM