Case Study: Impact Delta streamlines deal pipelines and relationship management with Affinity

How Impact Delta manages relationships and deal pipelines with Affinity

Impact Delta is a consulting and advisory firm focused on responsible capitalism and sustainability. As the company scaled, it needed a better way to centralize relationship data, democratize access across new hires, and manage deal pipelines, since information was scattered across emails, calendars, meeting notes, and spreadsheets. It had previously struggled with a traditional CRM, so it looked for a more intuitive alternative.

Impact Delta implemented Affinity as its CRM and relationship intelligence platform to automate pipeline management and capture data directly from emails and calendars. With Affinity, the team now updates records instantly after client interactions, reduces manual data entry, and uses automated notifications to revive stalled conversations. The result has been a more organized, highly adopted system that saves time and helps the firm focus on relationships rather than admin work.

Impact Delta

Charles De Segundo

Partner