What is Affinity CRM?
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.
With automated relationship intelligence insights and technology, Affinity aims to enables leaders to drive deals, free dealmakers from manual data entry, and ensure their teams can take action with confidence, knowing the context and history of every relationship.
Affinity CRM is a purpose-built private capital platform that enables firms to get into the right deals and make better decisions across the firm with data and AI.
Alternatively, Affinity for Salesforce can capture team activity and uncover insights to accelerate and win better deals, from within Salesforce. Affinity automatically captures all email communications and calendar meetings, creates and updates records, and maintains a complete database of a firm’s network natively within Salesforce.
Affinity analyzes communication patterns and interaction history to reveal relationship strengths, uncover warm introduction paths, and prevent crossed wires. This relationship intelligence helps identify and act on the best opportunities within the network.
Affinity creates automatically enriched Salesforce records, with comprehensive firmographic, funding, and headcount data specifically relevant to private capital without manual research. Affinity aggregates data from over 40 trusted sources to provide context in Salesforce, Chrome, and Outlook.
Alternatively, Affinity for Salesforce can capture team activity and uncover insights to accelerate and win better deals, from within Salesforce. Affinity automatically captures all email communications and calendar meetings, creates and updates records, and maintains a complete database of a firm’s network natively within Salesforce.
Affinity analyzes communication patterns and interaction history to reveal relationship strengths, uncover warm introduction paths, and prevent crossed wires. This relationship intelligence helps identify and act on the best opportunities within the network.
Affinity creates automatically enriched Salesforce records, with comprehensive firmographic, funding, and headcount data specifically relevant to private capital without manual research. Affinity aggregates data from over 40 trusted sources to provide context in Salesforce, Chrome, and Outlook.
Categories & Use Cases
Technical Details
| Deployment Types | SaaS |
|---|---|
| Mobile Application | No |
FAQs
What is Affinity CRM?
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.
How much does Affinity CRM cost?
Affinity CRM starts at $2000.