Invite Relationship Intelligence to your Zoom Meetings with Affinity Meetings
Access your firm's relationships, interactions, and notes directly from the Zoom app.
Prepare and share in less time
Ensure your team is on the same page with notes from before, during, and after Meetings.
Access your Affinity CRM team notes, from open questions to past conversations.
Take notes throughout the meeting while your thoughts are fresh, then share those notes with the team by syncing them to your Affinity CRM with a single click.
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