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Affinity

CRM

Customer Management | CRM Software

Product Overview

CRM

Relationship Intelligence CRM

Affinity CRM delivers relationship insights, deal management, and fully automated data entry.

Specifications

Automate Every Contact and Company Profile

No deal-maker should have to spend half their week creating contacts in a CRM. Affinity automates this process while enriching profiles with data that will drive action.

Automate contact and company profiles from inbox and calendar data

Enrich profiles with industry data to provide actionable insights

Free up over 180 hours each year to spend on meeting contacts and deal-making

Easy Pipeline Management 

Affinity enables pipeline management for sophisticated, long-term deal-making with a familiar spreadsheet or Kanban-style view of deals from pitch to close

Simplify deal management with one-click updates

Know the status of every deal by capturing every interaction

Share pipeline status and deep analytics to improve operations

Close Deals Faster with Relationship Intelligence

Find the best path to the introduction that will create or close a deal. Affinity’s algorithm assesses and analyzes every relationship to identify the right connection.

Find the right connection with relationship scores based on real interactions

Unify your team’s collective network in one place automatically

Reach beyond your team with Affinity Alliances

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