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Extensions

Relationship intelligence anywhere

Access your relationship intelligence in the tools you use daily.

Your relationship intelligence - anywhere

 

Expand your network and close more deals

Affinity Meetings

Affinity Meetings makes it easy for dealmakers with busy schedules to access relevant CRM information about the people and organizations in their Zoom calls. With Affinity Meetings, you can:

  • Stay aligned during and after meetings by viewing and sharing notes
  • Drive more effective conversations with access to deal and relationship context without leaving Zoom
  • Save time on pre and post-meeting work with automatic sync between Affinity CRM and Zoom
Explore Affinity Meetings
Affinity Meetings

Affinity for Email

Affinity’s Email Extensions help you access relationship context about people, organizations, and opportunities through the emails you send and receive in both Gmail and Outlook. With Affinity for Email, you can:

  • Access relationship context from your inbox with access to shared relationships and history of activities your firm has had with email recipients
  • View market intelligence about email recipients with Affinity Data
  • Update Affinity right from your inbox by adding email recipients to lists, saving email threads to lists, and uploading files

Gmail   Outlook

Affinity for Email

Affinity Pathfinder

Affinity Pathfinder helps dealmaking teams find warm introductions to organizations they’re interested in, from any website. With Affinity Pathfinder, you can:

  • Discover warm introductions  with access to a list of relationships your firm has with organizations right from their website
  • Intro paths built into LinkedIn with Intro Path buttons built into people and company pages
  • Update Affinity from your browser add organizations and people to lists in Affinity right from your browser
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Affinity Pathfinder

Affinity for Mobile

Affinity Mobile helps you access and update relationship context on-the-go from wherever you are. With the Affinity mobile app, you can:

  • Show up smarter to every meeting with instant access to the history of interactions with contacts and organizations
  • Manage your pipeline from anywhere with simple updates instantly available to your team
  • Create and manage prospects and prospect lists while you travel

iOSAndroid

Affinity mobile enables you to build your network from anywhere.
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Why our customers love Affinity

“We use Affinity to stay on the same page and hold each other accountable. It’s been a game changer for collaboration.”

Jacelyn Goldfein
Managing Director, Zetta Venture Partners