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Affinity

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What is Affinity?

Affinity is a relationship intelligence CRM for dealmakers, auto-captures email and calendar data, tracks deals and contacts, reveals warm paths, offers analytics and integrations.

Affinity: Relationship intelligence for teams that live on warm intros.

It auto-captures emails and meetings to map your network, builds a live relationship graph, and turns inbox exhaust into deal flow signals—built for VC, PE, and BD teams tired of manual CRM drudgery.

Lists and pipelines track deals; enrichment fills in company and people data; Pathfinder’s Chrome overlay shows who you know as you browse, so the right intro is one click away.

The pitch is simple: less data entry, more context; see who on your team actually knows the CEO, measure relationship strength, and coordinate outreach without stepping on toes.

The catch: it’s pricey and opinionated, shines only when the whole team plugs in, and if you’re welded to Salesforce workflows or skittish about auto-capture, you’ll be wrestling settings instead of closing deals.

What features and use cases does Affinity offer?

  • Relationship-intelligence CRM that auto-captures emails, meetings, and contacts from Gmail/Outlook to eliminate manual data entry
  • Teamwide relationship graph and score insights to identify warm introductions and the best path to any contact
  • Deal flow and pipeline management with customizable stages, Kanban-style lists, notes, tasks, and reminders
  • Automatic contact/company enrichment and deduplication from the web and integrated data sources
  • Browser extension that surfaces relationship context and insights while browsing LinkedIn and company sites
  • Reporting and analytics dashboards for activity, sourcing, pipeline health, and outcomes
  • Integrations and API for email/calendar, data providers, and workflow tools, plus secure sharing and permissions for collaboration

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