Affinity CRM vs. Broadridge Client Information Management

Affinity CRM

Affinity CRM

47 Reviews and Ratings

Broadridge Client Information Management

Broadridge Client Information Management

3 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting 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
Broadridge Client Information Management	Score 9.0 out of 10	N/A	Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.	N/A

Pricing

Affinity CRM

Broadridge Client Information Management

Editions & Modules

Essential: $2000
per year per user
Scale: $2300
per year per user
Advanced: $2700
per year per user
Enterprise: Contact

No answers on this topic

Offerings

Pricing Offerings
Affinity CRM	Broadridge Client Information Management
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Affinity CRM	Broadridge Client Information Management
Considered Both Products	Affinity CRM GA Greg Antonelli Investor Realtions Senior Associate Chose Affinity CRM 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, … Incentivized Helpful? Verified User Anonymous Chose Affinity CRM Affinity is the bridge that links our communication through our software workflow. Incentivized Helpful? AB Andrew Bouldin Principal Chose Affinity CRM Affinity is easier to use and a better value. Incentivized Helpful? TW Tom Wondra Consultant / Senior Account Executive Chose Affinity CRM Nudge.ai is in a fairly unique space. It isn't quite a CRM, it isn't quite a social or news channel. But, it has aspects of all. Nudge.ai was chosen because it allowed us to use one tool for multiple purposes. LinkedIn Sales Navigator is probably the closest to Nudge.ai but is … Incentivized Helpful?	Broadridge Client Information Management Dom Pullano PRESIDENT Chose Broadridge Client Information Management Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also … Incentivized Helpful?

Best Alternatives
	Affinity CRM	Broadridge Client Information Management
Small Businesses	Method:CRM Score 8.5 out of 10	Affinity CRM Score 9.3 out of 10
Medium-sized Companies	Conversica Score 9.9 out of 10	No answers on this topic
Enterprises	Conversica Score 9.9 out of 10	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Affinity CRM	Broadridge Client Information Management
Likelihood to Recommend	9.0 (0 ratings)	9.0 (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 CRM	Broadridge Client Information Management
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. Incentivized Andrew Bouldin Principal Read full review	This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so. Better feed back and notification on updates would be helpful. Incentivized Dom Pullano PRESIDENT Read full review
Pros	Organization Data Housing Exporting Data Incentivized GA Greg Antonelli Investor Realtions Senior Associate Read full review	Interfaces with client view on mobile devices Strong library of compliance approved marketing materials Several methods of sorting, reporting, and documenting are available to the user. Incentivized Dom Pullano PRESIDENT Read full review
Cons	More prompts to update and sort new connections More visual appeal on each listing on a list An Outlook desktop app plugin Incentivized Andrew Bouldin Principal Read full review	Better customization of labelling would be helpful on reports Alert notification of chosen activities could be implemented A favorites of certain functions would be helpful to streamline navigation Incentivized Dom Pullano PRESIDENT Read full review
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. Incentivized Tom Wondra Consultant / Senior Account Executive Read full review	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. Incentivized Tom Wondra Consultant / Senior Account Executive Read full review	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. Incentivized GA Greg Antonelli Investor Realtions Senior Associate Read full review	Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also review XTIVA but it was cumbersome when bringing in outside, direct data. Incentivized Dom Pullano PRESIDENT Read full review
Return on Investment	Internal communication clarity Streamlined operations Ease of audit trails Incentivized Verified User Anonymous Read full review	Positive in that many marketing services are available that I had once paid to receive. Positive in the data collection service for performance reporting as a time saver Positive in retrieval of statements, tax reports on an annual and archive basis. Incentivized Dom Pullano PRESIDENT Read full review
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