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Affinity CRM

Find, manage, and close more deals for VC firms

What is affinity CRM?

Affinity CRM is a revolutionary relationship intelligence platform that allows VC firms to manage their portfolios, client relationships, and company profiles on one platform. This no-code tool makes it easy for anyone to get started, and it provides all the features you need to effectively manage your investments. Affinity CRM is the perfect solution for anyone who wants to improve their investment portfolio, and manage their long-term relationships with clients, investors, and companies.

Affinity Consultants

Ace workflow is an affinity consulting firm and can help you get the most out of Affinity this platform. We offer a wide range of services that are designed to help you get the most out of your investment portfolio. Whether you need help setting up Affinity CRM or you want to learn how to use it more effectively, Ace workflow can help.

What do we create with Affinity CRM?

Affinity CRM can be used to manage a wide variety of investment portfolios, including venture capital firms. Affinity CRM makes it easy to track your investments and keep tabs on your progress. Affinity CRM is also an effective tool for communicating with your partners and investors. In addition, Affinity CRM can be used to create detailed reports on your investment portfolio.

We combine Affinity CRM with other No-code tools to create customized workflow automation systems that save VC firms precious time and resources. Helping their Sales team, Legal teams manage the deal flow using automation tools. Keeping teams in contact with each other using this business technology platform.

ACE Workflow Affinity Consulting Solutions:

Marketing automation with Affinity CRM

In order to market their services more effectively, VC firms can use Affinity CRM to create customized marketing automation workflows.

Affinity CRM makes it easy to track your leads and keep tabs on your marketing efforts. Affinity CRM is also an effective tool for communicating with your partners and investors. In addition, Affinity CRM can be used to create detailed reports on your marketing efforts along with 

Deal making automation

Deal-making automation is a critical part of any VC firm's operations. Affinity CRM makes it easy to track your de2als and keep tabs on your progress. Affinity CRM is also an effective tool for communicating with your partners and investors. In addition, Affinity CRM can be used to create detailed reports on your investment portfolio.

Deal tracking

Affinity CRM makes it easy to track your deals and keep tabs on your progress. Affinity CRM is also an effective tool for communicating with your partners and investors. In addition, Affinity CRM can be used to create detailed reports on your investment portfolio.

Investor communication

Affinity CRM is an effective tool for communicating with your investors. In addition, Affinity CRM can be used to create detailed reports on your investment portfolio, and when combined with Airtable can be used to automatically send meeting requests for network re-connections.

The new wave of software development

The rise of no-code tools provides a quick and easy way to create bespoke solutions and products that allow your business processes to be developed quickly and cost-effectively. By leveraging these next-generation tools we can help your team launch new products and services that come with full automation and Software Development Testing. 

The apps also come with Analytics integration to allow for data-driven decisions around usage. 

Do More, With Less, With Ace.

About Our Workflow Design Process
Book a call
With our workflow consultants
Fast: Average project time 2 weeks
Support: Free support & training
Bonus: New clients get $400k+ of free Saas software