Case Study: T3 Advisors achieves transparent, scalable pipeline visibility and stronger client communication with Affinity

How T3 Advisors effectively manages its relationships and deal pipeline with Affinity

T3 Advisors, a commercial real estate firm that helps high‑growth companies with tenant brokerage, portfolio planning, and workplace strategy, needed a way to scale while keeping internal and client communications transparent. As it expanded globally, T3 sought to break down information silos and better track its pipeline and conversations, and moved from SalesforceIQ to the Affinity platform to centralize relationship and pipeline management.

Affinity organized T3’s pipeline of prospective companies and influencers (VCs, CEOs, investors), giving the roughly 50‑person team clear visibility from prospecting to deal close. By reducing duplicate outreach and enabling coordinated outreach strategies, Affinity improved communication transparency, streamlined workflow, and helped T3 focus on delivering core real estate services to its clients.

T3 Advisors

Roy Hirshland

CEO & Managing Partner