Affinity CRM vs. Total Expert

Affinity CRM

Affinity CRM

47 Reviews and Ratings

Total Expert

Total Expert

2 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
Total Expert	Score 9.8 out of 10	N/A	Total Expert in St.Louis Park is a fintech software company that offers a Marketing Operating System (MOS) purpose built for the financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life. Unlike CRM systems and marketing tools built to serve multiple industries, Total Expert focuses on the unique needs of financial…	N/A

Pricing

Affinity CRM

Total Expert

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	Total Expert
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

—

—

More Pricing Information

Community Pulse
	Affinity CRM	Total Expert
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?	Total Expert John Geanakos Mortgage Loan Originator Chose Total Expert Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program … Incentivized Helpful?

Best Alternatives
	Affinity CRM	Total Expert
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	Total Expert
Likelihood to Recommend	9.0 (0 ratings)	10.0 (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	Total Expert
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	It is well suited to mass marketing and as a database. Also well suited to parsing the database into sub categories. I also like its ability to schedule marketing at specific times and days. It is not as well suited for listing print material. Listing meaning grabbing from MLS listings. Incentivized John Geanakos Mortgage Loan Originator Read full review
Pros	Organization Data Housing Exporting Data Incentivized GA Greg Antonelli Investor Realtions Senior Associate Read full review	Database Customer Service is pretty good Mass emailing Incentivized John Geanakos Mortgage Loan Originator 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	To create co-branded material without having to have realtor opt-in first Home flyers are difficult to use. List reports is much easier Incentivized John Geanakos Mortgage Loan Originator 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	Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program overall than Follow Up Boss Incentivized John Geanakos Mortgage Loan Originator Read full review
Return on Investment	Internal communication clarity Streamlined operations Ease of audit trails Incentivized Verified User Anonymous Read full review	Increased engagement with prospects Increased engagement with realtors Increased reach with realtors and clients Incentivized John Geanakos Mortgage Loan Originator Read full review
ScreenShots