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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 captures it all automatically. See how PE and VC firms save 10+ hours per week.

The latest

Best CRM for automatic email and meeting capture

The Virtual VC and the Need for Speed

How CRMs offer a competitive advantage in venture capital

The VC tech modernization journey with Revolution and 01 Advisors

6 top use cases for Affinity’s Automation Builder

The future of the CRM for relationship-driven industries

How to boost sales productivity

How to Pick the Right CRM: 3 Key Ingredients

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

Announcing: Bulk Email and Email Templates

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

Affinity CRM adds funding insights to inform investment decisions

How to prepare for a successful VC CRM launch

The white glove portco experience: Driving growth with technology

Optimize your outreach toolkit with a relationship intelligence platform

New Affinity features for external collaboration, scalable calculations, and richer profile insights

New Affinity features to optimize your team’s decision making

New Affinity CRM features: AI, automation, collaboration, and an advanced API

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

How to build a lead scoring juggernaut like Future Planet Capital’s tech stack

How data entry automation empowers investment bankers to focus on deals

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

4 ways to attract better deal flow in venture capital

3 steps VCs can take to make their CRM a competitive differentiator

13 ways VC and PE firms can get more out of Affinity