Affinity Overview
This is a summary of the comprehensive capabilities and benefits of Affinity based on over 226 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
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.
Do you need to check if Affinity is right for your needs? Our Cuspera AI engine can evaluate how Affinity fits your specific business needs, industry, and context. Get your personalized assessment report today.
Affinity supports business activities such as:
- Relationship Management
- Contact List Management
- Workflow Management
- Tracking & Monitoring Communications
- Engaging And Following Up
Affinity can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, and Grow Market Share. It can help manage these activities if you use E-Mail Text SMS Mobile etc. for these needs. As a solution, Affinity's capabilities include Personalization.
Affinity Financial Services Vertical is its biggest customer base.
Reviews
"...Relationship management, pipeline management, global contact management, firm transparency...." Peer review by Drew O, Founder
Cuspera Reviews
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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Affinity.
Use Cases
Peers recommend Relationship Management , Contact List Management , Workflow Management , as the business use cases that they have been most satisfied while using Affinity.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Relationship Management |
4.83/5 ★ |
"...Relationship management, pipeline management, global contact management, firm transparency...." Peer review by Drew O, Founder |
| Contact List Management with E-Mail, Text SMS and Mobile |
3.29/5 ★ |
"...Essentially, Affinity creates a digital contacts Rolodex that is sortable through filters such as last funding date, job title, location, and more complete with a background of interactions dating ten years behind. ..." AI Startup Raises $26.5M for Managing Relationships |
| tracking contacts |
2.98/5 ★ |
"...Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we re managing deal flow...." Relationship Intelligence, Reimagined |
| contacts history |
2.85/5 ★ |
"...See all your team s relationships and interactions, past and present...." Relationship Intelligence, Reimagined |
| Workflow Management with E-Mail |
4.37/5 ★ |
"...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...." Peer review by Caroline G, Operations Director |
| PEER EXPERIENCES | |
|---|---|
| Relationship Management |
4.83/5 ★ |
"...Relationship management, pipeline management, global contact management, firm transparency...." Peer review by Drew O, Founder |
|
| Contact List Management with E-Mail, Text SMS and Mobile |
3.29/5 ★ |
"...Essentially, Affinity creates a digital contacts Rolodex that is sortable through filters such as last funding date, job title, location, and more complete with a background of interactions dating ten years behind. ..." AI Startup Raises $26.5M for Managing Relationships |
|
| tracking contacts |
3.29/5 ★ |
| contacts history |
3.29/5 ★ |
| Workflow Management with E-Mail |
4.37/5 ★ |
"...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...." Peer review by Caroline G, Operations Director |
|
16+ more Business Use Cases
Our AI advisor, Wyz, harnessed 226 insights from peers and experts to help you assess how these Affinity use cases fit your CRM needs.
Popular Business Setting
for Affinity
Top Industries
- Financial Services
- Internet
- Consumer Services
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Affinity to Enhance customer relationships and Acquire customers
Peer and Expert Opinion on Features
for Affinity
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (7) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (7) |
IT and Other Capabilities
for Affinity
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (27) |
| Data Export | Read Reviews (9) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (27) |
| Data Export | Read Reviews (9) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (12) |
| Phone Support | Read Reviews (1) |
| Email Support | Read Reviews (1) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (12) |
| Phone Support | Read Reviews (1) |
| Email Support | Read Reviews (1) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (6) |
| Analytics | Read Reviews (30) |
| Custom Reports | Read Reviews (45) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (6) |
| Analytics | Read Reviews (30) |
| Custom Reports | Read Reviews (45) |
Software Failure Risk Guidance
?for Affinity
Overall Risk Meter
Top Failure Risks for Affinity
Vendor Profile Details
Company Name
Affinity
Company Website
https://www.affinity.co/HQ Location
Employees
11-50
Social
Financials
SERIES C
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