Testimonials

“Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system—Affinity. It’s about being honest and truthful—that is what matters to clients.”

“Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn’t exist before. It enables us to be able to move fast in the same direction without stepping over each other.”

“After trying about every tool out there for CRM management for our relationships and portfolio management, this checked all the boxes.”

“As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities.”

“The integration of Crunchbase, email, and calendar streamlines our workflow and saves us a ton of time every day.”

“Having all the documents and information in one place without having to clamp around on different systems is really valuable. Affinity is a massive time saver and enables us to be super-efficient.”

“Within weeks of moving to Affinity, we were able to easily discover and manage the thousands of entrepreneur and venture community relationships already latent within our team. What’s more, the Affinity Alliances professional network has helped us quickly build new and valuable connections.”

“I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth.”

“Affinity is a very useful, tailor-made product for such a Venture Capital fund like us. The biggest advantage is having all of our data and communication in one place. We talk to thousands of startups and hundreds of VCs, and Affinity lets us keep track of those relationships over time.”

“With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes.”

“Managing your relationships is everything in commercial real estate. Affinity allows us to manage more clients and all our data in one place. That will lead to more top-line for our business.”

“We’re really impressed by the speed that the Affinity team operates and the availability of the team.”

“Let’s be honest: no one wants to use Salesforce reporting. Affinity isn’t just better—for most teams, it’ll make the difference between managing your pipeline to success, versus not tracking it at all.”

“I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs.”

“Affinity enabled us to centralize, organize and use information on our ecosystem in a very effective way, leading to better data exploitation.”

“Affinity takes all the best parts of RelateIQ and significantly improves on them. For us, it’s the perfect blend of great product design, feature-richness, and workflow integration. Highly recommend it for people who have to manage many relations and pipelines.”

“Look, you do not know what it takes to integrate Salesforce, don’t go there! Your entire team is incredible; our entire team loves Affinity and is so happy.”

“Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow.”

“As a Venture Capital fund of fund and secondaries investor, Affinity has helped our team manage our network as both a GP and LP. In conjunction with our other investor reporting and portfolio management tools, we are able to more efficiently provide client service and stay in touch with our venture network.”

“Affinity has completely changed the way we do business, we are now far more organized and streamlined. Grouping advisors and target businesses using various filters and automatic logging of contact details, emails and meetings have saved us so much time in an administrative sense. If we ever have a query, Affinity is quick to respond.”

“We tried three market-leading CRMs but were never completely happy, and then we found Affinity. It’s genius — intuitive, flexible, super smart. What an effective CRM should be.”

“Affinity has changed the way we, the Value Creation team, work with our portfolio companies. The fact that it offers automated capabilities for viewing relationships with executives both inside and outside my organization has been a game-changer. Also, the platform is easy to navigate and personalize, plus my CSM is available within 24 hours if I ever have a question or problem.”

“The biggest problems Affinity helps me solve are how to track all of my activity and how to prioritize my time. It makes me a better investor. All of the things I need to do on a day-to-day basis I now do in Affinity.”

“Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies.”

“A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all!”

“The only value that I can actually control, maintain, and share is my network. Working in a distributed environment and in different companies around the world, if I can have better visibility into my network, I can provide better opportunities for our portfolio and our global clients and partners. At the end of the day, everything comes down to people and the relationships you have with them.”

“You have an amazing product. I am getting really excited about being more organized.”