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Instant 360° rolodex and smart triggers

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Our AI-powered CRM automatically and retroactively surfaces every interaction your team has had and retains that valuable data—even if there’s a departure.

Uncover historical communication with prospects, partners, and clients.

  • Unearth institutional knowledge
  • Remove communication silos
  • Schedule smart triggers and reminders
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Activate your network

Find warm introductions

Always know who can offer the best path to a warm introduction and stop relying on cold emails.  

Have smarter meetings

Always know who has talked to whom. Stay informed with up-to-date info before your next meeting.

Save time with advanced automation

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Stop crossing wires

Always know who has talked to whom and never jeopardize the family's brand.

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Track with no effort

Manage all your conversations with direct investments, bankers, lawyers, and more.

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Never drop the ball again

Never lose a deal again. Affinity triggers and reminders keep you informed 24/7.

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You’re in control of your privacy

You get to choose what communications data is visible.

Easily exclude email addresses, hide email bodies, or even just hide subject line to ensure your communication is private.

Track with no effort

Affinity's AI-powered family office CRM automatically captures informative data on all your promising prospects. Tracking partners and potential deals with ease. 

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Automatic workflow

Spend time on new deals,
not data entry

Affinity automatically creates contacts from your inbox

 

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We know you have better things to do

188

hours of data entry saved per person a year

See how much time Affinity can save your team

Talk to sales

Show up smarter with Affinity at your fingertips

iOS  Android

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Why our customers love Affinity

Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies.”

Michael Tam
Principal, Craft Ventures