Affinity CRM vs IAgente

Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. The Affinity app keeps that intelligence with you between meetings. Check a contact's history, log a note, or see who on your team has the strongest connection to a company, all from your phone. Ascend, Affinity's agent platform, handles the procedural work at every deal stage so your team can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage. Learn more at affinity.co.

IAgente, by Xpirit AI — where your people and your AI work as one. IAgente is the platform for Xpirit AI customers to manage their SDM/MDS workload — the work carried by your people (SDM) and by your AI (MDS) — from one coordinated space. Here is the idea. AI is fast, tireless and scales — but it fails, it misses context, it gets things confidently wrong. People bring judgement, care and accountability — but they get tired, distracted, and they do not scale. Each side has real strengths and real weaknesses. Efficiency does not come from picking one. It comes from getting the best out of each and coordinating their efforts. That coordination is what IAgente does. ONE COORDINATED WORKSPACE Run every business relationship from one place — customers, providers, investors, partners, employees and representatives, each in its own inbox with its own departments and teams. Route, assign and hand off cleanly between your people and your agents. MULTIPLE SPECIALISED AGENTS Not one generic bot. Stand up specialised assistants per role and department — a customer agent, a supplier liaison, an admissions desk, an accounts helper — each with its own brief and knowledge, and each replying in your contact's own language. AUTO MODE — ON YOUR TERMS Switch an inbox to auto and the right agent answers instantly, around the clock, transparently. Toggle it off the moment a human touch matters and your people step straight back in. You choose where automation helps. PRIVATE BY DESIGN Conversations travel over encrypted connections and are isolated per business — privacy by design. Before any inbox sends messages to AI providers, IAgente asks for your explicit consent, and you can withdraw it anytime. MAKE THE SPACE YOURS Customise your workspace with your own brand mark and logotype, your colours and fonts, light or dark — within a clean, consistent Xpirit AI design. ALSO INCLUDED - Departments, teams and least-privilege access you fully control. - Per-audience join codes you can share and reset instantly. - Sign in with Apple or Google. English and Portuguese. RESPONSIBLE BY DESIGN You own every action — the AI proposes, you decide. Anything beyond a reply is staged for your approval, never executed on its own. Some replies may be AI-assisted; you remain responsible for actions taken on your account. Intelligence with a conscience. AI with Spirit. (c) 2026 Xpirit AI