Is Affinity or Act! right for your team?
Choosing a CRM for relationship-driven deals, not sales
Act! markets itself as a combination CRM and marketing automation platform focused on helping small- and medium-sized businesses market to their customers. Act! also targets firms who want to close high volumes of sales opportunities quickly.
A new type of intelligent CRM has emerged, however, that better meets the needs of teams looking for less transactional, more relationship-driven dealmaking solutions. Relationship intelligence CRMs support improved relationship building, allowing users to track, manage, and expand their networks—so firms can manage deal flow easier and close quality deals faster. Instead of a marketing automation or sales-based focus, as Act! and other CRMs provide, relationship intelligence CRMs like Affinity focus on relationship building, efficient sourcing, and collaboration in complex deal management scenarios.
Automated data capture
Data enrichment options
Affinity vs. Act!
Single source of truth for your data
Automated data capture and enrichment
Automate deal and relationship capture
Ensure your team captures the data you need from any email platform, calendar invite, or meeting software to form a comprehensive contact record.
Gain new insights into your network with relationship intelligence
Confidently find warm introduction paths and increase the outreach of your engagement efforts with insights into your firm’s entire network of connections, and engagement history to help find, manage, and close more deals faster.
Quantify the strength of your network
Increase the effectiveness of your outreach with relationship scores that measure the quality of your connections.
Focus on driving deals, not learning or teaching others to use a complex system.
Dealmaking with richer insights
Combine proprietary CRM datasets and external data partners to enrich your records with data that is directly relevant to making faster, more educated dealmaking decisions.
Connect your dealmaking technology to your CRM
Integrate your other software with your CRM easily.
Retain your team’s contact history
Surface every interaction your team has had—dating back to the start of their inboxes—so you have a more complete picture of historical relationship context.
Automate contact and company creation
Create contact and company profiles directly from inbox and calendar data.
Organize and manage your records
Track your team’s most valuable connections in a centralized CRM.
Score your relationships
Assess relationship scores based on real time interactions to find new warm introductions to the highest quality deals across your firm’s shared network.
Customize your CRM experience
Easily make changes to your user experience to customize your deal management workflows without needing external support.
Frequently Asked Questions
Why our customers love Affinity
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