Ever have colleagues reaching out to the same prospect leading to confusion and a lost deal?
Affinity captures your team’s interactions automatically to make sure that never happens again.
We know it’s crucial to stay on top of your current and past opportunities. Set automated triggers and reminders so you never drop the ball.
Talked to a promising prospect two years ago and want to reconnect? Affinity automatically surfaces previous activity that can lead to more deals today.
Why our customers love Affinity
CEO and Managing Partner, T3 Advisors