Affinity for Salesforce—Relationship Intelligence and Automation Driving Deals
By AffinityCollaboration
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $49 per user per month
- Listed since
- 2023
About Affinity for Salesforce—Relationship Intelligence and Automation Driving Deals
Close deals 25% faster with Affinity’s relationship insights and automation
Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Trusted by more than 3,300 private capital firms, Affinity helps investment teams find deals sooner, move with greater conviction, and build an intelligence layer that compounds over time.
Highlights
- Avoid data drudgery with automatic detailed activity capture, record creation, and data enrichment
- Source and close more deals with relationship intelligence that helps you navigate your company’s network of relationships with external accounts
- Increase productivity with extensions that enable dealmakers to access and manage deal data and relationship insights directly from their inbox and web browser
- Build reports and dashboards natively in Salesforce using captured data and insights
- Use Affinity’s pre-built Salesforce dashboards to better understand your pipeline and team performance
Screenshots
Image 1 of 14
Pricing
Paid, from $49 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Starting price | $49 per user | Monthly |
Customize your plan to match your team's unique needs—starting at $49 per seat. Have specific questions or need a quote? Reach out to us at sales-sfdc@affinity.co
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on February 17, 2023
- Industries
- Financial Services
- Professional Services
- Languages
- English
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