Choosing a CRM for relationship-driven dealmaking
Airtable describes itself as a cloud-based collaboration platform that allows organizations to organize, share, and manage data. Airtable is a CRM used by marketing, product operations, and sales teams and is known for its platform flexibility.
A new type of intelligent CRM has emerged, however, that better meets the needs of teams looking for less transactional, more relationship-driven dealmaking solutions. Relationship intelligence CRMs support improved relationship building, allowing users to track, manage, and expand their networks—so firms can manage deal flow easier and close quality deals faster. Instead of a marketing automation or sales-based focus, as Airtable and other CRMs provide, relationship intelligence CRMs like Affinity focus on relationship building, efficient sourcing, and collaboration in complex deal management scenarios.
Automated data capture
Data enrichment options
Affinity vs. Airtable
Single source of truth for your data
Automated data capture and enrichment
Automate contact and company creation
Create contact and company profiles directly from inbox and calendar data.
Automate deal and relationship data capture
Ensure your team captures the information you need from every email and meeting to form a comprehensive contact record.
Gain new insights into your network with relationship intelligence
Confidently find warm introduction paths and get more engagement from outreach efforts—with insights into your firm’s entire network of connections and engagement history to help every team find, manage, and close more high quality deals faster.
Score your relationships
Assess relationship scores based on real time interactions to find new warm introductions to the highest quality deals across your firm’s shared network.
Quantify the strength of your network
Get traction on quality deals faster and increase your outreach effectiveness with access to relationship scores for every person and company your firm has ever engaged with.
Focus on driving more deals, not learning or teaching others to use a complex system.
Dealmaking with richer insights
Combine proprietary CRM datasets and industry leading external data partners to enrich your records with deal-relevant insights that help teams make faster, more educated dealmaking decisions.
Connect your dealmaking technology to your CRM
Integrate your CRM with other software easily.
Retain your team’s contact history
Surface every interaction your team has had—dating back to the start of their inboxes—so you have a more complete picture of historical relationship context.
Organize and manage your records
Track your team’s most valuable connections in a centralized CRM.
Tie your tech stack to your CRM
Customize your software experience by integrating your most-used tools with your CRM platform.
Frequently Asked Questions
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