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Mobile

Deal and Relationship Intelligence Wherever You Are

Affinity mobile enables you to build your network, drive deals forward, and collaborate—from anywhere.

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Stay competitive with data & analytics

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Show Up Smarter to Every Meeting

Get instant access to all the history of interactions with a contact or organization directly on your mobile device.

  • See the complete timeline of activity and understand the context for your next meeting
  • Ensure you are collaborating with your team while outside the office with a shared view of engagement history
  • Set next steps and relationship triggers directly from your phone
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Manage Your Pipeline from Anywhere

Whether phoning in to your Monday meeting or updating a deal status after coffee, Affinity Mobile ensures you don’t fall behind or out of sync with your team.

  • See your complete deal pipeline on your mobile device
  • Update status or activity as easily as on your laptop
  • Status changes or updates are instantly available to you team
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Engage the Right People While You Travel

People lists are instantly available and can be filtered by location, industry, or interests.

  • Build and view your target list for a prospecting trip
  • Update notes or status for any contact directly on your mobile device
  • Share notes and prospect lists with colleagues
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Jocelyn_Goldfein

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, Zeta Partners