A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.
Full Review
An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation.
Full ReviewAffinity: A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.
X2CRM: An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation.
Detailed integration guide coming soon. We're researching the specific ways Affinity and X2CRM work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.
These platforms can help you connect Affinity and X2CRM without writing code: