ideal CRM tool for any organization that thrives on people networks!
I think Affinity is a great supplement to LinkedIn. It obviously doesn’t have the scale / user base that LinkedIn does (yet!), but it allows you to see pretty incredible information about your contacts’ networks. I think this is a great tool that everyone interested in relationship building / networking should try out.
Used Affinity for business relationship research. Setup was instant. Searches for business introductions via your network has never been easier.
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.
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!
After using Affinity for 6 months, I am thrilled with how the product has impacted our workflow in the office.
