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Affinis
Affinis CRM
Client pipeline, session management, and document exports.
How it works
Client Journey
Data & Sync ▾
Connect Microsoft
Sign Out Microsoft
Sync to OneDrive
Export JSON backup
Import JSON backup
Download app file
+ Add Client
Pipeline overview
Real-time counts by workflow stage.
Show Alumni & Closed
Client
Stage
Type
Sessions
Next Action
Waiting On