<img height="1" width="1" border="0" src="//conv.indeed.com/pagead/conv/6335194209721250/?script=0">

Affinity VS Streak

Is Affinity or Streak right for your team?

 

Affinity vs. Streak

logo Group (2)
streak logo-1 streak icon
Single source of truth for your data
Yes
Yes
Relationship intelligence
Yes
No
Automate data capture
Yes
No

Review more CRM alternatives

Choosing a CRM for relationship-driven deals, not sales

Streak’s customer relationship management (CRM) platform is a lightweight CRM built for speed and efficiency. Their platform is built directly on top of Gmail so teams that already use the Google Workspace can consolidate their deal management alongside their email and tasks. These features make Streak easy to deploy and familiar, making it a great solution for a variety of teams ranging from small businesses to mid-sized SaaS companies selling their products or services.

A new type of intelligent CRM platform purpose-built for less transactional, more relationship-driven dealmaking is opening up new ways for professional and financial services teams to manage their complex deals. Deals in venture capital, private equity, investment banking, and consulting stem from well-maintained relationships. This is why relationship intelligence platforms are designed to support relationship management—not just contact management or lead management. 

Here you can see how Affinity and Streak compare, so you can choose the best CRM solution for your needs.

Compare Affinity and Streak

logo Group (2)
streak logo-1 streak icon
Automate deal and relationship data capture Ensure your team captures the data you need from any email platforms, calendar invite, or meeting software to form a comprehensive contact record.
Yes
No
Use relationship intelligence to gain new insights into your network Find, manage, and close more deals faster with new insights into your team’s collective network.
Yes
No
Quantify the strength of your network Increase the effectiveness of your outreach with relationships scores that measure the quality of your connections
Yes
No
Deploy your CRM quickly so you can start working Begin using the data within your new CRM in only a few days—not weeks or months.
Yes
Yes
Keep your team up to speed on industry trends Combine proprietary CRM datasets and external data partners to enrich your records with industry-specific data.
Yes
No
Centralize your data management Track information related to relationships and deals in one place.
Yes
Yes
Connect your dealmaking technology to your CRM Integrate your other software with your CRM easily.
Yes
No
Retain your team’s contact history Surface every interaction your team has had—dating back to the start of their inboxes, no matter which email provider you use.
Yes
No
Manage deals on the go Track and close more deals from anywhere with mobile apps for both iOS (iPhone and iPad included) and Android devices with a cloud-based SaaS platform.
Yes
Yes

Frequently Asked Questions

What makes Affinity the best alternative to Streak for dealmakers?

Streak’s CRM software is a sleek, fast-moving sales pipeline and email tracking tool that works well for smaller teams. These features being built on top of Gmail also means that teams can get started using it quickly and work in a familiar environment: their inbox. 

Streak saves teams time by cutting down on the amount of applications they’re managing and works to consolidate those workflows. Unfortunately, a lack of integrations and the limitation of being tied to Gmail also limits its scope. Teams that require their entire tech stack to find, support, and close deals will still need to switch across several tools, and those that use Microsoft Outlook or other email providers will have to shift their entire inbox to Gmail. 

The diversity of Streak’s userbase—from sales to phone support to project management, hiring, and real estate—is a testament to its effectiveness as a management tool. This lack of focus, however, leaves specialists with a generic toolset.

See more reviews for Streak vs. Affinity.

Like Streak, Affinity CRM is designed to be lightweight and accessible. Unlike Streak, Affinity CRM can serve as the foundation for your entire team’s tech stack with limitless custom integrations available through the platform’s API and is purpose-built for dealmakers in financial and professional services.

Affinity’s relationship intelligence—insights into your team’s network, business connections, and client interactions that help find, manage, and close deals—helps firms differentiate themselves from the competition by putting the relationship management back into CRM.

close deals faster with a CRM driven by relationship intelligence. Want to learn how? Click here to talk to our team now

Relationship-driven deal teams that choose Affinity can focus their time on building relationships that become their most lucrative deals because their “data exhaust”—details automatically captured from email communications, meetings, and contact information such as names, roles, industry, and source of introduction—maintains their contact data for them. 

If you’re still unsure about which CRM is the right fit for your business, check out these other CRM alternatives, including HubSpot CRM, Salesforce, and DealCloud.

Why do capital markets professionals depend on Affinity for relationship intelligence and automation?

Multi-person, industry-spanning CRM platforms function more like simple pipeline management tools or databases rather than relationship-focused platforms. Storing deal data and customizing deal workflows is an important function of a CRM, but without information about the people in a business network, it is exponentially more difficult to close deals with those people. 

This is why the insights provided by platforms like Affinity are no longer add-ons, they’re table stakes for tech-forward teams that want to get—and stay—ahead of the competition. Here are some of the CRM features teams are using Affinity’s relationship intelligence to build a better business and close more deals:

  • Customizable views mean your team can easily make changes to your CRM workflows at anytime. 
  • Built-in reporting and analytics for monitoring forecasting, team productivity, deal flow, KPIs that help you make more data-driven decisions to improve your business. 
  • Automated reminders and triggers ensure you never miss a follow-up with an important contact.
  • Relationship intelligence is drawn from a combination of your team’s collective network—from customer interactions, meetings, phone calls, notes logged from exchanges on social media platforms like LinkedIn and Twitter, and everything in between—to give your team paths to new warm introductions and opportunities.

close deals faster with a CRM driven by relationship intelligence. Want to learn how? Click here to talk to our team now

How much does Affinity cost?

Affinity’s free trial demo allows teams to import their data and test the platform within just a few days before buying. This also means that if you decided to purchase the platform, all of your data will already be available, and your team can begin working right away. 

Affinity Premium tier—the most common solution—gives teams access to Affinity Analytics reporting dashboards powered by business intelligence platform, Looker, and flexible pricing options provide teams with the option to choose the features they need. 

Additional best practices insights, FAQs, tutorials, and support are available via Enhanced Support and Enhanced Support Plus customer support packages.

stop wasting time with manual data entry—give yourself time to close deals

How do I choose the right CRM for my team?

Small, agile sales teams can depend on Streak to slot into their existing workflows and consolidate their deal management where they already work: their Gmail inbox. Teams that exist outside of Google Workspaces may struggle to make the transition easily, but the features available serve sales and project teams well.

However, software built for sales teams can be difficult to fit into dealmaking workflows which is why relationship intelligence platforms like Affinity are purpose-built for dealmakers. If your team is ready to automate manual contact and deal data entry and take back time to focus on the relationships that drive your business, try Affinity. Talk to the Affinity sales team today to learn more.

stop wasting time with manual data entry—give yourself time to close deals

Jocelyn_Goldfein-2

Why our customers love Affinity

“We use Affinity to stay on the same page and hold each other accountable. It’s been a game-changer for collaboration.”

Jocelyn Goldfein
Managing Director, Zetta Partners

Sapphire-Ventures-logo 1
MassMutualVentures_logo_#283147 1 (1)
DCM-Ventures-Transparent 1
bain-capital-ventures-logo
Kleiner-Perkins-logo 1