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
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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
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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

"...Organizing our contacts very effectively and managing relationships with our important contacts...." Peer review by Jason W, COO & Dealflow Manager

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.

Affinity Customer wins, Customer success stories, Case studies

Why is Affinity the best choice for Relationship Management?

What benefits does Affinity offer for Contact List Management?

How efficiently Does Affinity manage your Workflow Management?

What benefits does Affinity offer for Tracking & Monitoring Communications?

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.

Highland Europe - Venture Capital

Affinity helped Highland Europe fix its fragmented tech stack. The firm used Affinity to connect tools like Zapier, Notion, and Google Docs. This created a single system for deal sourcing and portfol...io management. Highland Europe now tracks over 200 activities a year for 40+ portfolio companies. Affinity automates workflows and improves data sharing. The firm is ready to use new AI features in the future.

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Invus Opportunities - Private Equity

Affinity CRM helped Invus Opportunities fix problems with old CRM systems. The team lost important history and wasted time on manual data entry. Affinity CRM captured all network activity and made de...al tracking easy. Now, Invus Opportunities tracks over 90% of opportunities in one place, up from less than 50%. The team saves hours each week and makes better decisions faster.

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Kapor Capital - Venture Capital

Affinity helped Kapor Capital move away from legacy systems. The firm used Affinity to manage LP relationships in one place. They tracked 15+ years of network activity and consolidated 4 tools. Kapor... Capital now has a 360 view of LPs and coinvestors. This improved efficiency and helped them scale fundraising. Affinity made it easier to engage with their network and track investment opportunities.

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MassMutual Ventures - Venture Capital

Affinity CRM helped MassMutual Ventures fix problems with old technology. The firm needed a better way to manage relationships and track deals. They set up Affinity in less than 60 days with email an...d AWS integration. Affinity surfaced 67,000 contacts and 43,000 organizations. The CRM made deal management and portfolio support easier. MMV now connects portfolio companies faster and tracks opportunities better.

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Roble Ventures - Venture Capital

Affinity helped Roble Ventures build a flexible and integrated operating system. The team of three needed to process over 1,000 deals a year and serve entrepreneurs well. Roble Ventures used Affinity... to connect 14 tools and automate workflows. This setup let them track deals, follow up quickly, and avoid data silos. With Affinity, they manage 18 portfolio companies and a network of 2,000 advisors. 88% of their deals come from referrals.

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TELUS Global Ventures - Corporate Venture Capital

Affinity CRM helped TELUS Global Ventures automate workflows and reduce manual work. The team used Affinity’s Automation Builder and AI tools to improve data entry and reporting. They saw a 60% decre...ase in missing data fields. Each person saved 2.5 hours per week on manual tasks. Investors now spend more time on investing and less on admin work.

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Affinity for Salesforce | Professional Services Overview

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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

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for Affinity

Overall Risk Meter

Low Medium High

Top Failure Risks for Affinity

Affinity, Inc News

M&A

Affinity acquires Affilizz to strengthen AI-powered affiliate monetization worldwide - PRWeb

Affinity has acquired Affilizz, a French startup known for its AI-driven shopping widgets, to enhance its NucleusLinks platform. This acquisition aims to simplify and boost affiliate operations for global publishers, integrating Affilizz's technology into Affinity's suite. The move is expected to increase publisher revenues and engagement rates significantly.

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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.

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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