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Consulting

The Relationship Intelligence CRM for Consulting Firms

Discover, manage, and close more client projects with Affinity.

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Prospect and Close More Projects—Faster

Find the best path for an introduction to a CEO, VP, or initiative owner with Affinity’s relationship intelligence platform

  • Find the right connection through relationship scores that measure the interactions among your business network.

  • Easily avoid crossing wires and efficiently prepare for meetings with a full history of your communications with contacts and companies.

  • Clearly manage your opportunity pipeline for sophisticated project deal-making with an easy-to-use, intuitive interface and familiar workflows.

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Save Time; Automate Contact Management

No consultant should have to spend their week entering contact and company profiles into their CRM. Affinity completely automates this process.

  • Capture data from your inbox and calendar automatically.
  • Enrich profiles with industry data to provide actionable insights.
  • Free your time to spend on meetings, prospecting, and winning more projects.
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Get Your Team Up and Running Quickly

Affinity is a lightweight and easy-to-use platform. It can often be deployed and fully up and running in as little as 72 hours.

  • Implement, adopt, and learn to use Affinity quickly. 

  • Set up secure access privileges and report comprehensive analytics easily.

  • Affinity provides all needed customization, integration, and deployment support.

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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

Five Ways to Become a Super-connector & Drive Growth

Guides and whitepapers

Five Ways to Become a Super-connector & Drive Growth

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Product: What is Affinity?

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Product: What is Affinity?

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Enterprise-Grade Security

Security and Compliance at Affinity

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