Affinity Features

Automates some or all operation related tasks

Provides useful pre-defined data connections to important external systems and applications.

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities

Provides analytics tools that reveal important business metrics and track progress.

Provides sales forecasting and modeling capabilities based on historical data.

Contains customer request handling functionality and issue tracking.

A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more.

An information repository for customers to get self-service answers to their questions.

Allows users to conduct analysis on support activities.

Provides email marketing campaign management functionality.

Contains lead tracking and management capabilities.

Contains analysis tools to provide insights on marketing campaign effectiveness.

Manages sales pipelines from prospecting to close.

Manages sales force tasks, assigning tasks and distributing work.

Contains a product catalogue and price list for salespeople to pull from.

Provides custom quote creation functionality.

Manages the entire contract process, from creation and negotiation to signing.

Based on 15 Affinity reviews. Organizes, tracks, and reports on the portfolio of investments.

Based on 15 Affinity reviews. Provides analytics tools that reveal important portfolio metrics and track progress.

Based on 17 Affinity reviews. Produces reports on deal flows and current assets.

Provides tools to track and analyze companies' equity capitalization. 12 reviewers of Affinity have provided feedback on this feature.

Based on 18 Affinity reviews. Manages deals throughout the entire deal lifecycle, from sourcing to completion.

As reported in 13 Affinity reviews. Contains a dashboard designed to track and manage limited partners' workflow.

As reported in 11 Affinity reviews. Provides fund administration functionality.

Creates a visual overview of potential targets within a specific market.

Includes advanced filters to narrow down deals.

Uses AI to identify relevant deal opportunities.

Monitor listings from multiple sources in one place.

Augments company profiles with real time data.

Shares notifications about significant events or changes related to target companies.

Analyzes market trends to identify sectors with high investment activity and potential opportunities.

Compares potential deals against industry standards.

Monitors key business indicators and detect any major shifts in performance over time.

Allows safe exchange of sensitive information between parties.

Supports connections with CRM and other software for a unified workflow.

Monitors deal progress and manage workflows.

Tracks and manages potential deals through customizable pipelines.

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives