ACTIVITY CAPTURE

Streamline Salesforce activity tracking and eliminate manual work

Free your team from data entry to focus on what matters most—closing deals

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Product shot: List of upcoming meetings within the current month

Product shot: Affinity Activities tab with a list of upcoming meetings within the next two weeks

Streamline activity capture across your firm

Email and calendar event sync

Capture and log interactions in Salesforce automatically

Automatic record creation

Create Salesforce records as your team interacts with contacts

Relationship insights

Uncover hidden relationships and prevent crossed wires

Automate activity logging across your entire firm

Free your team from manual data entry and save hundreds of hours annually. Affinity automatically captures and logs all email communications (including email aliases) and calendar meetings natively in Salesforce, ensuring complete activity tracking without the tedious admin work. Your entire firm’s activity is logged instantly, creating a complete historical record that ensures no interaction falls through the cracks.

Streamline contact and account management

Say goodbye to manual contact creation. Affinity automatically creates and updates Salesforce records your team interacts with contacts—whether they're portfolio company executives, potential investors, or other key relationships—maintaining an accurate, real-time database of your firm’s collective network. This automated approach eliminates duplicate records and ensures consistent data quality across teams.

Transform activity data into relationship intelligence

Turn captured communications into actionable insights. Affinity automatically analyzes interaction patterns to uncover and score relationships, prevent crossed wires, and provide full context for every connection. This intelligence helps dealmakers identify warm introduction paths and make more informed decisions about opportunities.