Introducing the new Affinity iOS app

Released this week, Affinity for mobile transforms your iOS device into a powerful dealmaking tool. Access your most critical meeting data right in your pocket, manage your pipeline from anywhere, and network with the right purpose at every event.

This isn’t Affinity’s first foray into the app space. The previous app gave users a direct connection to their Affinity CRM, but its functionality limited dealmakers truly being able to manage deals on the go. Now, based on user feedback and extensive testing, the app has been rebuilt with enhancements to both speed and navigation. 

Speaking about the impact that the new app has had on their team, Aliénor Bossé, a Portfolio Success Manager at Speedinvest said: “Affinity mobile is more than just a CRM app. The intuitive interface, powerful features, and focus on actionable insights make it an essential tool for us to stay ahead of the curve.”

About the Affinity iOS app

The Affinity iOS app is optimized for VC workflows, including new features and an improved mobile-first experience. Dealmakers can download the app today to start enjoying:

• A better UX and faster performance
• Mobile first list-interface
• Improvements to the upcoming tasks and meetings view

Looking specifically at tasks related to common dealmaking workflows, the app enables users to:

• Create Opportunities
• Associate a note to multiple entities
• Associate multiple organizations to existing opportunities
• Add list entries from the list view (people, orgs, opps)
• Receive a prompt after a meeting to add a note
• View relationship scores

Why use the Affinity iOS app?

The Affinity app gives you access to manage your pipeline from anywhere, with an intuitive and speedy mobile-first approach that takes in your most critical workflows. Critical meeting data is always available, and you can network with purpose at every event using mobile people lists and relationship insights designed to spark warmer introductions and actionable follow-ups.

Affinity mobile puts deal details like engagement history, relationship scores, and company insights at dealmakers’ fingertips. It helps to eliminate any pre-meeting scramble, allowing users to have productive conversations from anywhere.

Who should use the Affinity iOS app?

All Affinity users stand to gain from the new iOS app. For many dealmakers, a full meeting schedule is a fact of life. The Affinity app gives users the power to access critical data when they need it—and to keep deals moving forward without needing to consult the full CRM.

For General Partners who rarely log into a desktop CRM regardless of where they are, the app is an efficient and user-friendly way to get immediate updates on their team's pipeline and better collaborate while in the office or on the go. For Associates who regularly use the Affinity CRM, the app is a convenient way to take notes while in a meeting without the need to switch between windows. Afterwards, post-meeting push notifications benefit all parties by reminding users to add notes for more comprehensive data across contacts and opportunities.

From making meetings more productive to taking action on people lists at a networking event, the Affinity iOS app has been designed to streamline dealmaking processes. Drive deals forward, more efficiently collaborate with your team, and build lasting relationships from anywhere with Affinity mobile. 

Download the app to get started.

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