17 years helping Canadian businesses
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Affinity
What Is Affinity?
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence
Who Uses Affinity?
Built for relationship-driven industries, Affinity can be used by teams ranging from financial services (firms that deploy capital into companies) to professional services firms to corporates.
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Reviews of Affinity
Great tool for investor relations
Pros:
We use Affinity to manage our investor relations. What I like most: - It is really intuitive and easy to get started - GDPR, data security...big topics for us in Germany especially in this context - Great pipeline analytics to keep a realistic assessment
Cons:
- No integration with Pipedrive where we historically also have quite some conversations stored.
Affinity is brilliant
Pros:
The ease of functionality with Affinity is really what sets it apart from it's competitors - helping both relationship-building and the customer acquisition journeys be as effective as possible!
Cons:
Genuinely - nothing. I think the team have considered functionality really well and it works well for my needs.
Alternatives Considered:
Productive CRM for PC & mobile
Comments:
Facilitates collaboration across several team functions and helps manage customer relations in a better way!
Increased responsiveness of the platform can make the experience much user friendlier!
Pros:
Easy-to-use CRM that tracks conversations, attachments, and sends reminders. The Gmail chrome extension is incredibly useful. The mobile app is quite powerful compared to other CRM apps.
Cons:
The platform is quite slow (like most CRMs) and tiresome to use this on a day to day basis Limited analytics/reports offered Email customization & analytics can be a great value add