Affinity Review

Affinity is an intelligent CRM platform that eliminates manual data entry by automatically capturing every team interaction.Using relationship intelligence, the platform analyzes billions of relationship-based data points to identify the best paths for introductions to key people and companies.
Affinity automates workflows that create contacts directly from inboxes and provides a 360° rolodex that highlights all relevant information for each contact. Teams can customize over 1,000 data points to manage deals efficiently and apply privacy controls to protect sensitive communications.

AFFINITY – TUTORIAL

AFFINITY – FEATURES

• Relationship intelligence: understand every relationship within your organization’s network.
• Automatic data capture: sync communications and enrich records with deal-ready data.
• Custom workflows: manage deal flow, partners, and lps efficiently.
• Email and calendar sync: create records based on communication activity.
• Continuously updated records: capture data seamlessly on an ongoing basis.
• Full interaction visibility: make better decisions with complete interaction insights.
• Accurate information: enriched records from affinity and over 40 trusted sources.
• Real-time data: continuously updated for accurate analysis.
• Seamless data integration: unify all critical data sources.
• Communication tools: access and update relationship data where you work.
• Browser extensions: surface relationship insights during research and deal sourcing.
• Platform connections: streamline workflows across essential tools.
• Team-based access controls: protect sensitive deal and relationship information.
• Enterprise-grade security: deploy securely using industry-leading security standards.