Affinity is a software platform and next-generation customer relationship management software designed for relationship-oriented industries. Affinity software leverages relationship intelligence to enable teams to leverage their sales network to build their next big opportunity. Affinity also improves how to manage relationships by automating data entry, leaving out key customer relationships, and creating warm referrals to key decision-makers.

Short on time to manually fill out your customer relationship management software? Do you make assumptions about your trades using speculation? This application is for you. Affinity is software built for relationship-oriented industries and can be used by a variety of teams from financial services (companies investing in other companies) to professional services companies and other businesses. To take. This software is web-based and can work on the cloud.

It can also be installed on Android operating system mobile phones, mobile phones and iPad tablets. Software support is done by exchanging emails with the support department, the software help department and chatting with the staff of the software support department. Software training for users is done through online training services. By participating in training webinars, reading the educational documents provided with the software, and watching the available training videos, you can learn to work with the Affinity software. Software sections include:
Activity Dashboard, Notifications/Notifications, Calendar/Reminder System, Campaign Management, Customer Management, Customer/Asset Matching, Collaboration Tools, Contact Management, Customer Database, Customer-facing Reports, Document Management, Document Storage, Email Marketing, For Investors & Traders, Interaction Tracking, Customer Acquisition, Customer Management, Live chat, mobile access, sales path management, portfolio management, relationship, reporting and statistics, reporting/analysis, task management and third-party integration.