Ensure your team is on the same page with notes from before, during, and after Meetings.
Access your Affinity CRM team notes, from open questions to past conversations.
Take notes throughout the meeting while your thoughts are fresh, then share those notes with the team by syncing them to your Affinity CRM with a single click.
Avoid crossed wires between deal team members with a timeline showing your firm's previous interactions with meeting participants.
See who emailed or met with whom, when, and what about.
Find others in your firm who can help broaden and deepen engagement.
Affinity Meetings automatically recognizes Zoom attendees to serve up intelligence from Affinity CRM, including who has the strongest relationships with participants.
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.”