Affinity Overview

Affinity's powerful relationship intelligence helps teams leverage their network to close more deals. Data entry is reduced, fostering a data-driven approach.

Use Cases

Customers recommend Relationship Management, Contact List Management, Workflow Management, as the business use cases that they have been most satisfied with while using Affinity.

Other use cases:

  • Tracking & Monitoring Communications
  • Engaging And Following Up
  • Generation Of New Leads
  • Pipeline Management
  • Sending & Publishing Communications
  • Engaging With Scheduling & Cadence
  • Collaboration
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Affinity.

Other priorities:

  • Increase Sales & Revenue
  • Grow Market Share
See all business priorities See less business priorities

Affinity Use-Cases and Business Priorities: Customer Satisfaction Data

Affinity works with different mediums / channels such as E-Mail. Text SMS. Mobile etc.

Affinity's features include Personalization. and Affinity support capabilities include AI Powered, 24/7 Support, Phone Support, etc. also Affinity analytics capabilities include Analytics, and Custom Reports.

Reviews

"...A tool for contact data management and emails, sms, and letters generation...." Peer review from Lewis John Associates

Affinity, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Affinity

Top Industries

  • Financial Services
  • Internet
  • Consumer Services

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Affinity is popular in Financial Services, Internet, and Consumer Services and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Affinity Use Cases

How can Affinity optimize your Relationship Management Workflow?

What benefits does Affinity offer for Contact List Management?

What benefits does Affinity offer for Workflow Management?

How efficiently Does Affinity manage your Tracking & Monitoring Communications?

16+ more Business Use Cases

52 buyers and buying teams have used Cuspera to assess how well Affinity solved their CRM needs. Cuspera uses 226 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Case Studies

CASE STUDY Munich Re Ventures

Affinity helped Munich Re Ventures replace old systems with a single deal management platform. The challenge was scattered data and manual work. Affinity automated lead intake and brought all data to...gether. The platform made deal tracking easier and improved team visibility. MRV saved over 100 hours a year on manual lead entry. CRM adoption reached 96% across the firm.

Read more →

CASE STUDY Teamworthy Ventures

Affinity CRM helped Teamworthy Ventures manage relationships with founders and portfolio companies. The firm needed a CRM to support fast growth and complex investment strategies. Affinity gave them ...tools to track priorities and deliver strategic support. Teamworthy Ventures grew from 5 to over 20 people in 2 offices while keeping strong connections with entrepreneurs. The CRM helped them build lasting partnerships and support company growth.

Read more →

CASE STUDY Notable Capital

Affinity helped Notable Capital connect teams and founder networks. The firm had problems with different tech stacks and poor data visibility. Affinity centralized their data and workflows. It integr...ated systems and enriched data for all teams. Now, Notable Capital has better data visibility and teamwork. They make decisions faster and support portfolio companies more efficiently.

Read more →

CASE STUDY Sozo Ventures

Affinity CRM helped Sozo Ventures manage a $680 million fund across North America and Asia. Before Affinity, the team used spreadsheets and email, which made it hard to track deals and relationships.... Affinity automated data capture and streamlined communication between the U.S. and Tokyo offices. The platform improved visibility and made it easier to connect meeting notes and interactions. Sozo Ventures now tracks almost 70 portfolio companies and expands more efficiently into the Japanese market.

Read more →
Financial Services

CASE STUDY Shaping Impact Group

Affinity CRM helped Shaping Impact Group manage three funds and a large network of investors. The firm needed a better way to track investment opportunities and contacts as they grew. Affinity create...d a single source of truth for deal sourcing and network management. The team improved visibility and alignment on outreach efforts. They now spend less time on manual updates and have better investor relations.

Read more →

CASE STUDY 8VC

Affinity CRM helped 8VC cut deal flow process time by 50%. 8VC had trouble managing a growing network and a team spread across locations. Manual tools led to missed opportunities and confusion. Affin...ity gave 8VC a central place for all deal and portfolio data. The team made decisions faster and worked together better. Affinity improved event management, networking, and saved a lot of time.

Read more →

Video

Affinity for Salesforce | Professional Services Overview

Video Thumbnail
lightning

Peers used Affinity for relationship management and contact list management

Affinity Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.17/5 ★

Read Reviews (6)
Analytics

4.72/5 ★

Read Reviews (30)
Custom Reports

3.75/5 ★

Read Reviews (45)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.17/5 ★

Read Reviews (6)
Analytics

4.72/5 ★

Read Reviews (30)
Custom Reports

3.75/5 ★

Read Reviews (45)

Software Failure Risk Guidance

?

for Affinity

Overall Risk Meter

Low Medium High

Top Failure Risks for Affinity

Affinity, Inc News

Executive

AFFINITY appoints Paul Henderson head of operations

Affinity has appointed Paul Henderson as head of operations, adding him to the executive leadership team. Henderson brings over 20 years of experience in operational and commercial leadership, with a background at companies like Toyota and American Express. His appointment aims to enhance Affinity's operational excellence and client experience.

Read more →

Affinity, Inc Profile

Company Name

Affinity, Inc

Company Website

https://www.affinity.co/

HQ Location

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

SERIES C