Affinity is hands down the most powerful tool I’ve found for managing my relationships. Period.
Affinity integrates with your email, calendar, and contact data. It sifts through your complete communication history to reveal important information about your relationships.
You can automatically see the complete history of a relationship without your team having to do anything at all. Whether it’s number of meetings in the last 10 years, number of unanswered emails, a list of completed tasks — all of it is visible from across your team in single, powerful timeline.
Affinity automatically captures every interaction your team has ever had with contacts. It auto-completes key relationship details, including phone numbers, job titles, and other company information.
Along with contacts, we also capture any attachments you and your team members have been sending to your prospects and live opportunities. No one likes downloading and re-uploading files — Affinity does the dirty work for you, so you can focus on what’s important.
No one likes filling cells in a CRM when managing their workflow. Affinity CRM’s Smart Columns remove the need to track anything manually. Everything from the last time you met a prospect, to what year they were founded in is tracked automatically. We already support 10+ smart columns and we’re adding more!