Affinity CRM vs. Zinnia SmartOffice

Affinity CRM

Affinity CRM

47 Reviews and Ratings

Zinnia SmartOffice

Zinnia SmartOffice

10 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
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 CRM

Zinnia 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 CRM	Zinnia SmartOffice
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

Optional

Additional Details

—

—

More Pricing Information

Community Pulse
	Affinity CRM	Zinnia SmartOffice
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?	Zinnia SmartOffice SH Stephen Hartmann President Chose Zinnia SmartOffice 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 … Incentivized Helpful?

Best Alternatives
	Affinity CRM	Zinnia SmartOffice
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	Zinnia 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 CRM	Zinnia 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. Incentivized Andrew Bouldin Principal Read full review	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! Incentivized Verified User Anonymous Read full review
Pros	Organization Data Housing Exporting Data Incentivized GA Greg Antonelli Investor Realtions Senior Associate Read full review	organized user friendly effective helpful transparent Incentivized Verified User Anonymous 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	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 Incentivized SH Stephen Hartmann 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	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 Incentivized SH Stephen Hartmann President Read full review
Return on Investment	Internal communication clarity Streamlined operations Ease of audit trails Incentivized Verified User Anonymous Read full review	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. Incentivized SH Stephen Hartmann President Read full review
ScreenShots