Case Study: Affinity4 achieves a unified CRM hub consolidating products, billing and donations with SugarCRM

Affinity4 - Customer Case Study

Affinity4, an affinity-based marketing and telecommunications provider headquartered in Norfolk, VA, needed a CRM that could manage a complex B2C2B customer lifecycle. Its business model—donating 10% of proceeds to each customer’s chosen charity, which has resulted in more than $75 million given to ~60,000 organizations—plus a growing portfolio of services had produced fragmented, siloed .NET systems that couldn’t track multi-touchpoint sales, billing, marketing and donation flows.

Affinity4 selected Sugar Professional On‑Site and integrated it with their ERP and Asterisk phone system, building nearly 30 custom modules with six in‑house developers. The platform now auto-populates call data, tracks invoices/payments and charitable proceeds, supports campaign and marketing workflows (including 1‑800 tracking and “Send Me Something”), and serves about 50 users across CSRs, marketing, product and accounting—becoming the company’s consolidated operational hub and a cost‑effective, customizable foundation for future growth.

Affinity4

Jeremy McGee

Director of Information Technology