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Automation

Best CRM for automatic email and meeting capture

Most CRMs require manual data entry for every email and meeting. Affinity, the AI-first private capital CRM, captures it all automatically.

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Best CRM for automatic email and meeting capture

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Affinity Analytics now provides more comprehensive reporting on your team’s communications

Affinity CRM's custom integrations now include automated data capture from new channels

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Affinity now offers even more data to inform your key investment decisions

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New Affinity CRM features: AI, an enhanced API, and introductions reporting

How data entry automation empowers investment bankers to focus on deals

Affinity’s latest releases: Automation Builder, Affinity iOS, and more

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