What is Affinity?
Affinity is a relationship intelligence CRM for dealmakers, auto-captures email and calendar data, tracks pipelines, surfaces warm introductions, integrates with Gmail, Outlook, and Salesforce.
Affinity: Relationship Intelligence for Dealmakers
What it does
Affinity turns your team’s inbox and calendar exhaust into a living CRM. It auto-captures contacts, logs interactions, enriches profiles, and organizes deal pipelines in lists and kanban-style views. Warm-intro paths and relationship scores surface who can actually open doors.
How it works
Connect Gmail/Outlook, and Affinity maps every touchpoint to companies and people, dedupes the mess, and layers analytics on top. Dashboards track deal stages, follow-ups, and team activity without someone babysitting spreadsheets.
Who it’s for
Venture, private equity, corp dev, banking—any shop where networks beat cold outreach. If you run a classic SDR cadence, a standard sales CRM will feel simpler and cheaper.
Trade-offs
You’ll trade privacy comfort for automation; Affinity needs broad data access to be useful. Licenses aren’t bargain-bin, and value hinges on firm-wide adoption. If the team won’t connect inboxes, you’re paying for a fancy address book.
What features and use cases does Affinity offer?
- Relationship-intelligence CRM tailored for venture, private equity, and dealmakers
- Automated contact and activity capture from email and calendar with deduplication
- Teamwide relationship mapping and strength scores to find warm introductions
- Deal flow and pipeline boards with custom fields, notes, tasks, and reminders
- Enriched people and company profiles with news and firmographic data
- Reporting and dashboards for sourcing effectiveness, pipeline health, and team activity
- Integrations and sync (Gmail/Outlook, Salesforce, API, Chrome extension)
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