Affinity permission adjustments
Supported Operating System(s):
Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10About Affinity
Affinity is a cloud-based relationship intelligence platform designed to help small to large investment banks, commercial real estate businesses, private equity and venture capital firms collect, track and analyze customer interactions.
The application enables employees to create contacts for new individuals, opportunities or organizations, merge duplicate details, view activity timeline on profiles and upload/remove files. Supervisors can monitor the progress of multiple deals using list or kanban style board views, measure income from active and upcoming deals and share view-only versions of deal pipelines with clients or teammates. The AI-enabled solution also helps professionals manage previous conversations and aggregate information about potential...
1 Reviews of Affinity
Overall rating
5.00 / 5 stars
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July 2020
gaby from Huckletree
Company Size: 51-200 employees
Industry: Commercial Real Estate
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
July 2020
Affinity is brilliant
Pros
The ease of functionality with Affinity is really what sets it apart from it's competitors - helping both relationship-building and the customer acquisition journeys be as effective as possible!
Cons
Genuinely - nothing. I think the team have considered functionality really well and it works well for my needs.
Reasons for Switching to Affinity
Preferred the list functionality with Affinity