How to Connect Affinity with Redtail (2026)

Affinity

★★★★ 4.4

Crm Industry Specific Crm

A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.

Full Review

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Redtail

★★★★ 4.0

Crm Industry Specific Crm

A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.

Full Review

About These Tools

Affinity: A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.

Redtail: A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.

Key Features

Affinity

Relationship intelligence
Automatic data capture
Deal management
Analytics
Email integration
Chrome extension

Redtail

Contact management
Workflow automation
Seminar management
Report writer
Compliance tools
Document imaging

Pricing

Affinity

Subscription Custom pricing

Redtail

Subscription $99/database/month (15 users)

Detailed integration guide coming soon. We're researching the specific ways Affinity and Redtail work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

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