Has anyone used Affinity as a CRM?

by a searcher from University of Southern California

3 years ago

I have a buddy who works in the Silicon Valley recommend Affinity CRM as he uses it to get warm introductions both personally and professionally. From what I have read it uses your LinkedIn network and "connects the nodes" in order to target potential prospects. It is expensive at $1500 a year but potentially could be useful if potential business owners/brokers have a LinkedIn. Does anyone have any experience using it in the SearchFund community? 

Disclaimer: I have tried and will probably go with Hubspot, Pipedrive, or Copper, but I was more curious than anything if searchers have used the tool in a current or former life.

0 likes
85 views
4 comments

searcher from University of Virginia

Also, I may be old school but I use Outlook and it didn't have an outlook plugin for adding/modifying contacts within my inbox. It does have one for gmail though.

3 years ago | like reply | 0 likes

searcher from University of Virginia

We looked into using it pretty seriously but decided to pass because it lacked integration ability with a lot of other key tools we wanted to use (i.e., reply.io, some databases, etc.). The UI is really nice, and I think it's good for venture given it's integration with crunchbase, but we felt it wasn't worth the cost for what we wanted. We also figured that post search (during operating phase), we would likely use one of the more traditional sales-focused CRMs, so we wanted to use that as negotiating power, as well as get comfortable with the tool during the search phase. We're using Hubspot and it's serving its purpose :)

3 years ago | like reply | 0 likes

More on Searchfunder

Just Closed on My First Deal! Reflections and Takeaways for other Searchers

45,152 transactions are available on Searchfunder (now searchable by keyword)

Now everyone has unlimited IBISWorld access

Family office looking for traditional searchers

Examples of self-funded searcher websites

Investor seeking Self-Funded Search Deals

What are market terms for Seller Notes?

2 Best Ways To Find Motivated Sellers, Off-Market Deals

Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.

We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.