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Affinity for Sales & Business Development

The best platform to manage your opportunities and leverage your network to find your next big deal.


“I'll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth.”

Simon Holstein
Product specialist, Anduin Transact

Manage all prospects and deals with zero manual data entry

Use Affinity lists to manage all your opportunities and customize lists to best align with your workflow. View everything from which member of your team is the last point of contact with a connection to what the next follow-up activity is. With Affinity’s Smart Columns, you will save more than 80% of the time it takes traditionally manage a pipeline, allowing you to get back to closing more deals.
Pipeline Automation

Uncover hidden introductions to help you close your next deal

Affinity Alliances™ allows you to connect with your advisors, mentors, board members, friends, and investors and gain instant visibility into everyone they can provide warm introductions to. Leverage your real-time network to break into your next largest accounts.


Automate repetitive tasks

Remembering to update statuses, adding opportunities to your CRM, and following up regularly with important relationships can eat away your time for selling. Use Affinity to set smart rules to automate the repetitive and time-consuming parts of your workflow. Rules such as “If we don’t talk to these prospects every 2 weeks, please set a reminder to follow up” can be activated instantly.

Use data

Use data intelligence to stay on top of deals

Never drop the ball on an important email from an important prospect again. Using machine learning, Affinity proactively identifies emails you’ve missed or haven't received a response to. You can also set smart rules that prompt you to follow up with a prospect after a certain time if they aren’t ready to buy just yet.
Unanswered Emails

Understand how your team is doing

How many deals has your team closed in the past month? How long is your team's sales cycle? How many new deals is your team creating every week? Answer any and every question about your team’s performance using Affinity's sleek reporting.

Visualize Relationships

Work from anywhere

Affinity allows you to close deals wherever you work, whether in Affinity’s list interface, your email, or your mobile device.