Awesome platform for onboarding new clients and partners!
What do you like best?
Affinity Canvas has really helped us improved the effectiveness and overall client experience of our onboarding process. It's very easy to use and is customizable enough to fit our needs.
What do you dislike?
There isn't really anything that I have disliked so far. The team is consistent with making updates and improvements to the platform, technology, and product.
What problems are you solving with the product? What benefits have you realized?
Using our CRM and email client for onboarding new clients and partners hasn't been the most streamlined and easy experience. Affinity's platform has helped centralize the efforts into one system and has all of the tools to make it easier and more scalable. It also provides the end-user with more visibility into the entire onboarding process, which provides value for all of the work that is being done behind the scenes.