Customer stories

Product Business Settings

Affinity is popular in Financial Services, Internet, and Consumer Services industries and is widely used by Small Business, Mid Market, and Enterprise.

Integrations

Email Marketing
Marketing Automation
Project Management
Other Demand Generation

Affinity Product Overview

Affinity's powerful relationship intelligence helps teams leverage their network to close more deals. Data entry is reduced, fostering a data-driven approach.

How satisfied the customers are with Affinity use-cases

Reviews

"...relationships - giving you reminders to reply to or chase emails, tracking the frequency of meetings or calls, and surfacing who might be able to introduce you to potential business leads...." Peer review by Hari A, Partnerships Lead

Affinity Customer Insights, Testimonials and Case Studies

Motive Partners - Private Equity

Affinity CRM helped Motive Partners fix data fragmentation across their global investment team. Motive used Affinity to connect data sources and build custom workflows. This gave them real-time visib...ility into their deal pipeline. Motive now tracks over 133,000 people and 65,000 organizations. They increased the number of deals reviewed in one year by 66%. Affinity became the core of their technology stack.

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BDC Capital - Venture Capital

Affinity CRM helped BDC Capital automate and centralize relationship management. The platform enabled a 5x increase in organizations and contacts tracked, reaching 32,000 organizations and 105,000 co...ntacts. BDC Capital reduced manual input and improved deal pipeline management. The solution gave teams a secure, accurate map of their business network. Relationship intelligence features supported better deal sourcing and portfolio management.

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Pear VC - Financial Services

Affinity CRM helped Pear VC unlock 11,467 introduction paths for sales, business development, and fundraising. Before using Affinity, Pear VC managed introductions manually with spreadsheets and emai...ls. The new system automated the process, saving time and effort. Pear VC now maximizes its network value for portfolio companies. The investment team uses Affinity to support early-stage tech startups.

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Intel Capital - Corporate Venture Capital

Affinity helped Intel Capital create a 360 view of their deal flow. The team replaced multiple Excel spreadsheets and Airtable lists with Affinity’s kanban and list views. Affinity’s automation and A...I Notetaker made meetings and reporting easier. Intel Capital eliminated 7 custom applications. The firm now saves time and has better visibility across the organization.

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Sozo Ventures - Venture Capital

Affinity CRM helped Sozo Ventures manage a $680 million fund across North America and Asia. Before Affinity, the team used spreadsheets and email, which made it hard to track deals and relationships.... Affinity automated data capture and streamlined communication between the U.S. and Tokyo offices. The platform improved visibility and made it easier to connect meeting notes and interactions. Sozo Ventures now tracks almost 70 portfolio companies and expands more efficiently into the Japanese market.

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Kapor Capital - Financial Services - Small

Affinity CRM helped Kapor Capital replace legacy systems and manage all LP relationships in one place. The firm consolidated four tools and tracked over 15 years of network activity. Kapor Capital ga...ined a 360 view of LPs and coinvestors, improving efficiency and engagement. The platform made it easier to communicate with LPs and support future fundraising. Affinity CRM enabled proactive network management for impact investing.

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Affinity for Salesforce | Professional Services Overview

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Peers used Affinity for relationship management and contact list management

Affinity Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.17/5

Read Reviews (6)
Analytics

4.72/5

Read Reviews (30)
Custom Reports

3.75/5

Read Reviews (45)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.17/5

Read Reviews (6)
Analytics

4.72/5

Read Reviews (30)
Custom Reports

3.75/5

Read Reviews (45)

Software Failure Risk Guidance

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for Affinity

Overall Risk Meter

Low Medium High

Top Failure Risks for Affinity

Affinity, Inc News

Executive
 

Affinity Names Sean Kearns as Chief Revenue Officer and Pam Holmberg as ...

Affinity has appointed Sean Kearns as Chief Revenue Officer and Pam Holmberg as Chief People Officer. Kearns brings extensive revenue leadership experience from companies like SAP and UiPath, while Holmberg has a strong background in SaaS leadership, having previously served at Aryaka. These appointments aim to support Affinity's growth in the competitive private capital market, leveraging AI-powered CRM solutions.

Executive
 

Affinity Taps New Execs to Lead AI-Powered Push in Private Capital

Affinity has appointed Sean Kearns as Chief Revenue Officer and Pam Holmberg as Chief People Officer to strengthen its leadership team. These strategic hires aim to drive growth in the AI-powered CRM space for private capital, focusing on revenue expansion and cultural development. Kearns brings expertise from SAP and UiPath, while Holmberg has a history of transforming people functions at tech companies.

M&A
 

Affinity acquires Affilizz to strengthen AI-powered affiliate monetization worldwide - PRWeb

Affinity has acquired Affilizz, a French startup known for its AI-driven shopping widgets, to enhance its NucleusLinks platform. This acquisition aims to simplify and boost affiliate operations for global publishers, integrating Affilizz's technology into Affinity's suite. The move is expected to increase publisher revenues and engagement rates significantly.

Executive
 

AFFINITY appoints Paul Henderson head of operations

Affinity has appointed Paul Henderson as head of operations, adding him to the executive leadership team. Henderson brings over 20 years of experience in operational and commercial leadership, with a background at companies like Toyota and American Express. His appointment aims to enhance Affinity's operational excellence and client experience.

Affinity, Inc Profile

Company Name

Affinity, Inc

Company Website

https://www.affinity.co/

HQ Location

Employees

11-50

Social

Financials

SERIES C