List of Affinity CRM Customers
San Francisco, 94133, CA,
United States
Since 2010, our global team of researchers has been studying Affinity CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Affinity CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Affinity CRM for CRM include: Teamworthy Ventures, a United States based Banking and Financial Services organisation with 27 employees and revenues of $6.0 million, Bdev Ventures, a United States based Banking and Financial Services organisation with 25 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Affinity CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Affinity CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bdev Ventures | Banking and Financial Services | 25 | $5M | United States | Affinity.co | Affinity CRM | CRM | 2023 | n/a |
In 2023, Bdev Ventures implemented Affinity CRM for CRM/workflow modernization. The implementation targeted the firm’s 25-person US investment and deal team and focused on centralizing email and calendar capture while adopting Affinity CRM’s AI Notetaker to improve activity capture and relationship intelligence.
Configuration centered on core CRM capabilities aligned with the CRM/workflow modernization category, including automated email and calendar ingestion, AI-driven note synthesis, contact and relationship tracking, and deal pipeline workflows. Affinity CRM was configured to surface synthesized notes and captured activities alongside contacts and opportunities to reduce manual entry and improve pipeline visibility.
Operational integration emphasized connections to the firm’s email and calendar systems for automated capture and AI note generation, supporting day to day workflows used by the investment team. The deployment covered the firm’s US operations and was positioned to replace manual capture processes and ad hoc note repositories through centralized relationship data and synthesized notes.
Governance and adoption were explicitly business led, with the firm achieving 100% team adoption, eliminating weekly CRM troubleshooting meetings, and shortening deal handoffs as reported in the implementation narrative. Affinity CRM is cited as the instrument driving centralized capture, consistent record keeping, and accelerated deal flow for Bdev Ventures.
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Teamworthy Ventures | Banking and Financial Services | 27 | $6M | United States | Affinity.co | Affinity CRM | CRM | 2022 | n/a |
In 2022, Teamworthy Ventures began using Affinity CRM as its system of record for portfolio/relationship management (CRM). The implementation established Affinity CRM to manage deal sourcing, portfolio support, and relationship workflows across its US offices, positioning the application as the central repository for interactions with founders and limited partners.
Affinity CRM was configured to support deal pipeline management and portfolio engagement workflows, with dashboards and kanban views deployed to improve meeting cadence and prioritization. The firm uses the Affinity CRM application for tracking relationship history, surfacing prioritized outreach, and organizing deal flow and follow ups, aligning CRM views to typical venture firm workflows.
Operationally the deployment covers Teamworthy Ventures across the USA, serving investment and portfolio teams as the primary tool for relationship management. The firm has relied on Affinity since early 2022, and the rollout included standardizing meeting cadences and prioritization processes to enable more strategic, timely interactions with founders and LPs.
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Buyer Intent: Companies Evaluating Affinity CRM
- Broadridge Financial Solutions, a United States based Banking and Financial Services organization with 14600 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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