Affinity - Relationship Intelligence, Reimagined
Affinity is a relationship intelligence platform helping professionals leverage their networks to achieve their business priorities. Using patent-pending technology, Affinity helps teams manage and grow their networks by unlocking introductions to decision makers and auto-populating pipelines to increase deal flow.
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Product Requirement Document Template
Flightcontrol
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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.
Pros:- great UI, w/ a familiar spreadsheet-like interface
- simple concepts - person & organization
- leverage network w/ alliances
- A+ support
Cons:- hard to visualize a pipeline
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Slope
We used Affinity at NewtonDrive.ai when we were fundraising. We were using a simple spreadsheet previously and imported it into Affinity. It really help us leverage our investors' networks and manage our ongoing conversations with investors.
Pros:- spreadsheets on steroids: familiar UX but much more powerful
- smooth transition by importing spreadsheets
- leverage external networks
Cons:- none so far
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I have not personally used Affinity, but got a demo from one of the founders. I think it is a game changing product for sales and relationship management. I would recommend it to any VC, or companies with medium to large sales teams. As a prior venture analyst, it would have definitely helped make my job easier.
Pros:- Love the UI
- Allows you to leverage internal network easily
- Game changer for sales & relationship management
Cons:none
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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.
Pros:Intuitive ways to visualize relationships, strength of relationships, and track emails that haven't been responded to. Affordable.
Cons:None really other than the product could be expanded further; I'd like to better understand how to use Affinity Alliances.
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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!
Pros:Great UX for deal management and finding relevant relationships within your network
Cons:None
Affinity
ideal CRM tool for any organization that thrives on people networks!
Pros:truly amazing product, makes deal flow and network management 10x better and easier!! Part. love the direct crunchbase integration & UI.
Cons:wish they had more direct integrations (e.g. Slack, Asana)
Affinity
This is quickly becoming the CRM system we have always dreamed of.
Pros:Complete data plus workflow in one system
Cons:pipeline visualization
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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.
Pros:I looked for a platform to manage the sourcing, conversations and ongoing portfolio and relationships management. This is it.
Cons:Mobile app does not have the full experience... yet.
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Excellent product
Pros:Extremely simple plug in that automatically ingests and understands your network
Cons:I cant think of any, but for posterity, just make sure that you're looking at how your conversational data is displayed to your team.
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Toolhouse
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After using Affinity for 6 months, I am thrilled with how the product has impacted our workflow in the office.
Pros:Superior UI as a CRM for internal network management
Cons:Search functionality still needs work. Some functions are not very intuitive. Gmail integration doesn't always work.
Affinity