Data visualization can revolutionize your firm. Join us on May 19th for our Analytics Masterclass webinar to learn how. Register now.

Instant 360° views of your team’s relationships

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Affinity automatically maintains rich profiles of every connection your team has ever had. All with zero manual effort.

  • Instant visibility into every contact and account
  • Perfect coordination across deals
  • Never cross wires again

AI that never drops the ball on your relationships

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Affinity’s AI-powered reminders stay on top of your relationships for you, 24/7. Set yours up in seconds.

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Spend your time on your clients,
not data entry

Affinity automates away CRM data entry, solving the need for partners and MDs to spend time inside CRM. Stop working for your CRM — Affinity works for you.

 

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We know you have better things to do

188

hours of data entry saved a partner per year

See how much time Affinity's AI can save you and your team

Request a demo

Contact, pipeline, project management — all in one place

Affinity is gorgeous, blazingly fast, and meticulously designed for the busy decision maker. From BD to projects, Affinity manages it all.

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You’re in control of your privacy

You get to choose what information is visible to who.

Easily hide contacts, email subject lines or bodies, and anything else to ensure confidentiality.