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Get warm introductions from those with close relationships.
Always know who has talked to whom. Stay informed with up-to-date info before your next meeting.
Automatic workflow
Affinity automatically creates contacts from your inbox
Automatically and retroactively surface every interaction your team has had and retain valuable data even if there’s a departure.
Forgetting to reply or follow up to an email could cost you.
Custom triggers and automatic reminders ensure you never drop the ball.
You get to choose what communications data is visible.
Easily block email addresses or hide email body or subject line to ensure your communication is private.