Affinity CRM vs. Zinnia SmartOffice

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Affinity CRM
Score 9.3 out of 10
N/A
Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.
$2,000
per year per user
Zinnia SmartOffice
Score 9.9 out of 10
N/A
Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.
$70
per month Single User
Pricing
Affinity CRMZinnia SmartOffice
Editions & Modules
Essential
$2000
per year per user
Scale
$2300
per year per user
Advanced
$2700
per year per user
Enterprise
Contact
Single User Performance License
$70
per month Single User
Advisor Bundle
$135
per month Up to 2 user licenses
Producer Bundle
$275
per month Up to 5 user licenses
Offerings
Pricing Offerings
Affinity CRMZinnia SmartOffice
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
Affinity CRMZinnia SmartOffice
Best Alternatives
Affinity CRMZinnia SmartOffice
Small Businesses
Method:CRM
Method:CRM
Score 8.5 out of 10
Affinity CRM
Affinity CRM
Score 9.3 out of 10
Medium-sized Companies
Zendesk Sell
Zendesk Sell
Score 8.8 out of 10

No answers on this topic

Enterprises
Conversica
Conversica
Score 9.9 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Affinity CRMZinnia SmartOffice
Likelihood to Recommend
9.0
(0 ratings)
7.5
(0 ratings)
Likelihood to Renew
10.0
(0 ratings)
-
(0 ratings)
Usability
8.0
(0 ratings)
-
(0 ratings)
Support Rating
9.3
(0 ratings)
-
(0 ratings)
User Testimonials
Affinity CRMZinnia SmartOffice
Likelihood to Recommend
Very well suited for venture capital or any firm where you are managing a lot of stakeholders that are in different groups.
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Great if you're looking for a helpful and interactive CRM. It will allow you to stay on task and make important notes for your clients and their accounts. It allows your whole team to work together effectively and easily. There is obviously some room for improvement but overall we have no complaints and will continue to use this program!
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Pros
  • Organization
  • Data Housing
  • Exporting Data
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  • organized
  • user friendly
  • effective
  • helpful
  • transparent
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Cons
  • More prompts to update and sort new connections
  • More visual appeal on each listing on a list
  • An Outlook desktop app plugin
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  • The interface could be more user friendly
  • Some of its functionality is hard to use and/or hard to find
  • There are alot of field that we do not use that do not appear to be able to be deleted
  • It can sometimes be difficult to add new functionality
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Likelihood to Renew
We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai.
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No answers on this topic
Support Rating
Nudge.ai is fairly intuitive, so the need for support is minimal. I have only had to reach out to the support team a couple of times for minor issue. The response has been quick and issues resolved to my satisfaction in a reasonable time frame. I have no issues with Nudge support at this time.
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No answers on this topic
Alternatives Considered
Two different companies, so it's not like I chose one over the other. However, after using both Affinity and Salesforce, I can say that Affinity is easier to use due to its simplicity. Salesforce had a lot of bells and whistles, that when used appropriately, I'm sure can help, but its not needed for what I currently do.
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While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change
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Return on Investment
  • Internal communication clarity
  • Streamlined operations
  • Ease of audit trails
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  • For the money, it is a well priced CRM
  • The best thing I can say is that it has not had a significant negative effect on business
  • The familiarity with the product by all employees lends itself well to continuity and cuts down on errors.
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ScreenShots