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

"...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

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

What benefits does Affinity offer for Relationship Management?

What makes Affinity ideal for Contact List Management?

How can Affinity optimize your Workflow Management Workflow?

How can Affinity enhance your Tracking & Monitoring Communications process?

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.

Notable Capital - Venture 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.

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Buoyant Ventures - Venture Capital

Affinity CRM helped Buoyant Ventures manage $81 million in assets. The firm used Affinity to track over 1,000 investment opportunities. Automation features let them capture and evaluate companies in ...a standard way. This led to nine investments in digital climate solutions. Affinity gave Buoyant a clear view of what made those investments successful.

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Bain Capital Ventures - Financial Services

Affinity CRM helped Bain Capital Ventures centralize all their data. The team eliminated information silos and improved collaboration. Affinity synced emails, calendar invites, and contacts for bette...r relationship management. Reporting features gave sub-teams a standard way to track progress. Enterprise security ensured compliance with strict policies. Bain Capital Ventures now makes more data-driven investment decisions.

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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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Building Ventures - Venture Capital

Affinity CRM helped Building Ventures manage over 8,000 companies with a six-person team. The firm used Deal Assist, Notetaker, and Affinity Analytics to standardize data and speed up decisions. Auto...mation in Affinity removed manual tasks and made reporting easier. The team now spends more time building relationships with founders and partners. Building Ventures turns 8,000 monitored companies into 4-5 investments each year.

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IEG Investment Banking Group - Investment Banking

Affinity CRM helped IEG Investment Banking Group show the strength of its network to clients. IEG switched from RelateIQ because it was too complex to track key relationships. With Affinity, IEG can ...automate contact and company data from inbox and calendar. The CRM enriches profiles with industry data for better insights. This gives IEG a clear advantage in investment banking deals.

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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