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Affinity Testimonials

  • “Pre-Affinity, a lot of this contact information was very siloed and lived in spreadsheets and Google Sheets. There wasn't an easy way to share it across SOSV, and we really needed a way to see who was talking to who across the firm."

    Nolan EnglishDirector of Portfolio Services

  • “Affinity eliminated the friction in our relationship management and deal pipelines. The platform has fundamentally changed for the better the way we operate.”

    Martin PhilippSenior Manager of Operations Support
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    4.7 / 5.0
    Customer References1658 total
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    HubSpot is the world’s leading inbound marketing and sales platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 15,000 customers in more than 90 countries use HubSpot’s software, services, and support to transform the way they attract, engage, and delight customers. HubSpot’s inbound marketing software, ranked #1 in customer satisfaction by VentureBeat, includes social media publishing and monitoring, blogging, SEO, website content management, email marketing, marketing automation, and reporting and analytics, all in one integrated platform. Sidekick, HubSpot’s award-winning sales application, enables sales and service teams to have more effective conversations with leads, prospects, and customers.

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    4.7 / 5.0
    Customer References182 total
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    Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.

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    4.7 / 5.0
    Customer References61 total
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    ProspectSoft is a new type of Stock-Aware CRM that's specifically designed for growing Wholesale, Distributor and Manufacturing businesses that sell physical products, B2B. As the official “Stock-Aware CRM”, Prospect CRM offers unparalleled integration to almost any ERP/accounting system and native integration to the leading back-office accounting systems and inventory management systems, including Unleashed and Xero, Access Dimensions, Exchequer, Pegasus Opera, Sage 50, and SAP.

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