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Manage your team intelligently

Save your team’s valuable time by intelligently managing your workflow.

ALLOCATE.AI

“Since Affinity has built-in workflows, like setting automatic reminders, I’m able to spend more time on more important activities like meetings and closing deals. Not only does Affinity save me time, it also prevents critical information from slipping through the cracks.”

ERIK ZAHNLECKER
ERIK ZAHNLECKER
Co-founder and COO, Allocate.ai

Automatic de-duplication

Ever had two records for a contact in your CRM that you had to manually merge? Affinity’s machine learning algorithms automatically deduplicate contacts and companies by analyzing your communications - everything from people with different email addresses to companies with different websites.

Automatic De Duplication
Task Automation

Task automation

Affinity allows you to easily automate manual, repetitive tasks by automatically updating statuses, adding opportunities, and setting follow-up tasks. Set smart rules to automatically prompt you to perform key actions. (for example, “Remind me if my last contact with a live prospect has occurred more than two weeks ago)”.
unanswered Emails

Unanswered emails

Using machine learning, Affinity automatically detects emails that require a response so you never drop the ball on anything important. We also identify emails you sent that should have received a response so nothing important gets lost.
Identify Relationships

Identify relationships at risk

Affinity’s dynamic filters allow you to uncover the important deals that you have not engaged with recently and surface which relationships are at risk.
Identify relationships at risk
networkintelligence

Network intelligence

Affinity analyzes your team’s interactions to automatically understand who has made the most introductions and sourced the most deals for you. You can even filter your team’s entire network by many fields, including city, region, industries, and job titles to identify prospects for business development, due diligence, and more.
Flexible Ui

Flexible UI

Affinity was built to be as flexible as a spreadsheet, yet have the horsepower of a full-featured CRM. Whether you’re managing a list of customers, deals, recruits, or other important relationships, it’s all possible with Affinity.