<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=435404&amp;fmt=gif">

Pipeline automation

Eliminate the manual work involved in managing your prospects, customers, and deals.

Pipeline automation
ZETTA PARTNERS

“We use Affinity to stay on the same page, hold each other accountable, and preserve our institutional memory. It's been a game changer for collaboration.”

JOCELYN GOLDFEIN
JOCELYN GOLDFEIN
Managing Director, Zetta Partners

G Suite and Microsoft Exchange

Affinity integrates deeply with your email, calendar, and contacts. Our algorithms sift all important information from your data. You never have to manually track any emails, phone numbers, calls, or ask a team member on what’s going on with a relationship.

Integrations
Team activity tracking

Team activity tracking

Affinity allows you to view the complete history of your team’s relationships without lifting a finger. Whether it’s number of meetings in the last 10 years, number of unanswered emails, a list of completed tasks, all of your team’s important relationship details are at your fingertips.

Activity Tracking
automatic-contact-capture

Automatic contact capture

Affinity automatically captures every interaction your team has ever had with their contacts. It autocompletes key relationship details, including phone numbers from email signatures, job titles, and other company information so that you don’t have to do the work.
Contact Capture
Automatic file capture

Automatic file capture

Affinity automatically captures any attachments and files you and your team members have sent to their active opportunities. Say goodbye to the painful process of downloading and re-uploading files.

Automatic File Capture

Smart Columns

Affinity’s Smart Columns eliminate the need to fill in spreadsheets or CRM fields manually. Affinity tracks all your contact information - from the last time you met a prospect, to the location of their office - automatically.

Smart Columns