Description
🖼️ Tool Name:
Affinity (Relationship Intelligence CRM)
✏️ What does this tool offer in 2026?
Automated Activity Capture: Syncs with your firm's email and calendar to automatically create profiles and log every interaction without manual input.
Relationship Intelligence (Strength Scores): Uses AI to calculate "Relationship Strength" based on the frequency and recency of communications, helping you see who has the best "warm intro" to a founder.
Affinity Notetaker (AI): A specialized bot for Zoom/Teams that creates summaries focusing on "deal logic" rather than just general notes. It extracts action items and syncs them to the deal record.
40+ Data Enrichment Sources: Automatically enriches every company profile with funding history, headcount, and growth metrics from sources like Crunchbase and Pitchbook.
Smart Pipelines: Highly customizable deal boards that update automatically as interactions occur, ensuring no deal "goes dark."
Advanced Permissions: Essential for investment banking; ensures sensitive M&A data is only visible to specific deal teams while maintaining general relationship visibility.
⭐️ What does it offer? (User Experience)
"The CRM People Actually Use": Rated 4.9/5 for high adoption rates. Because it automates the "boring" parts of a CRM, even senior partners use it to track their networks.
Deep Network Visibility: Users praise its ability to "reveal" hidden connections—showing you who on your team has a shared past history with a potential lead.
💵 Pricing (January 2026 Status)
Affinity is a high-end enterprise tool. Prices are typically billed annually per user.
🎁 Free Version:
Affinity does not have a permanent free version. However, they offer a personalized demo and a limited-time trial for qualified investment firms.
⚙️ Access or Source:
Official Website
Platforms: Web, iOS App (Optimized for iPad), Android, and browser extensions (Chrome/Outlook).
🔗 Experience Link: