Affinity CRM

Automation Experts

We are experts in setting up Affinity CRM, integrating it with the rest of your SaaS stack, and automating away all of the tedious tasks you are sick of.

What is
Affinity CRM

Affinity CRM is a powerful relationship intelligence platform that enables teams to leverage their network and close the next big deal.

Affinity CRM is a revolutionary relationship intelligence platform that allows VC firms to manage their portfolios, client relationships, and company profiles on one platform.

It uses patented technology to integrate billions of data points from multiple sources, such as emails, calendars, contacts, and more.

An intuitive user interface with customizable dashboards and data visualizations provides an enhanced user experience.

Monitor the activity of their customers in real-time, so they don't miss out on any important updates or opportunities with Affinity's LiveTracker feature.

With its automated data inputting, integration with billions of data points, and portfolio management capabilities, it is an ideal choice for businesses looking to increase efficiency and maximize success.

Hours Saved per User Annually
B+ Datapoints Accessed
Stars on G2
Founding Date

The CRM designed for private capital dealmaking

Take your business relationships to the next level.

Brings together relationship intelligence, deal sourcing, dealflow management, and analytics that integrate directly with how you work.

Track the status of every deal and moving them through the investment process.

Understand where deals are coming from, how efficient their deal flow is, and who on the team is having the biggest impact.

Book a Consultation to hop on a quick call with one of our in-house workflow experts

Frequently asked questions

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