About 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...


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Supported Operating System(s):

Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

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