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Been a paying user of Affinity for a while now, and it's been worth every penny.
After trying about every tool out there for CRM management for our relationships and portfolio management, this checked all the boxes. It's ability to capture meetings, calls, emails, documents and notes between teams is amazing. We have actively been using it from the early days and continue to use it today for our entire globally distributed team. Smart list creation and the fact that everything is LIVE capturing what you do allows our team to stay in touch and in tune with everything going on. The privacy settings are also a great offering allowing you to not include full details or even subject lines where certain teams do not need to see it. Excited to watch this product continue to expand.
I've been using this for over a year for everything in our startup, from lists of customers and prospective customers to lists of investors, advisors, and the like and I have enjoyed the simplicity. Compared to other CRMs this tool is much broader likely because it leverages a spreadsheet-like interface which makes it much more familiar, yet somehow it feels a lot easier to use. Other CRMs are only optimized for sales, but don't go broader to accommodate other use cases and that made them very unintuitive.
But aside from the basic features, hands down the best features are the network ones like the ability to map your network and see the strength of your connection and leverage it with the Alliances feature. By adding allies who can help you get intros to people in a secure and safe way (without exposing people's entire rolodexes) you can leverage their network and expand yours. I would highly recommend this to anyone running a startup who has to manage a number of different people and organizations in one place, it's been a lifesaver for us.
After using Affinity for 6 months, I am thrilled with how the product has impacted our workflow in the office.
ideal CRM tool for any organization that thrives on people networks!
I've been using Affinity for 4 months as a customer and love it. It has helped me categorize and visualize relationships and relationship strength across all aspects of activity and life.
We tried out Affinity and loved the product. We were thinking of replacing something built in-house that was very custom to our organization, which has 11 firms working closely together with a unique process. Ultimately, it was too much effort to move, but if we were starting from scratch, we would have gone with Affinity!
I use Affinity with Prosperworks and Superhuman.
Affinity is my top of the funnel go-to because it's so great at relationship management. Affinity is useful if you are in a field that is relationship heavy (consulting, hiring, VC). You need to get your entire team onboard if you want to get the most value out of it.
