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Affinity Review

CRM SOFTWARE

Affinity overall score 6.7/10 from equal-weight CRM criteria. Essential $2000, Scale $2300, Advanced $2700 per user/year. Enterprise custom quote.

Last updated 2026-08-16Independent editorial review
  • Starting price

    $166.67/user/month

  • Free plan

    No

  • Free trial

    No

  • Best for

    Venture capital and private equity relationship teams

SoftwareGlimpse review

6.7/10

Average

  • Ease of use7
  • Pipeline management8
  • Sales automation6
  • Email capabilities7
  • Reporting7
  • Customization7
How we score →
By Lee M.FounderReviewed

See Affinity in action

Official vendor demonstration of product surfaces. It supplements screenshots and editorial analysis — it is not independent SoftwareGlimpse testing.

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Official vendor tutorial

How to Use Relationship Intelligence in your CRM

What this shows

  • Automatic email and calendar capture into Affinity profiles
  • Relationship strength and warm-introduction workflows

Pricing

Essential $2000/user/year, Scale $2300, Advanced $2700, Enterprise custom. Private capital CRM (first-party Aug 2026).Full pricing details →

Product screenshots

Product screenshots coming soon

We only publish verified captures from Affinity's product interface — never stock images, mockups, or teaching diagrams. Screenshots appear here once editorial review confirms them.

How Affinity works

SoftwareGlimpse teaching diagrams grounded in product concepts — not vendor UI screenshots.

Affinity pipeline teaching visual

SoftwareGlimpse teaching placeholder for Affinity pipeline concepts.

Teaching asset path — not a fabricated vendor UI capture; generate/replace with approved teaching art.

https://www.affinity.co · Checked 2026-08-16

Our verdict

Affinity: Choose Affinity when private capital relationship CRM is the primary need and annual seat budgets allow. Scores reflect first-party research as of 2026-08-16 — not hands-on product testing.

Best for

  • Venture capital and private equity relationship teams
  • Private capital firms tracking deal networks
  • Teams prioritizing relationship intelligence over SMB CRM price

Not ideal for

  • SMB generalist CRM buyers
  • Budget-sensitive startups needing freemium
  • Marketing-automation-first buyers

Bottom line

Essential $2000, Scale $2300, Advanced $2700 per user/year. Enterprise custom quote.

Affinity pros and cons

Pros

  • Purpose-built for private capital workflows
  • Published Essential/Scale/Advanced annual seats
  • Relationship intelligence positioning
  • Enterprise path for larger firms

Cons

  • High $2000+/user/year entry
  • Not priced for typical SMB CRM
  • Automation depth secondary to relationship graph
  • Enterprise opacity

Pricing comparison

Full comparison →
 Affinity(this review)ACT!Agile CRMApptivoAttio
Starting price$166.67/user/monthCustom quote$8.99/user/month$15.00/user/month$0.00/user/month
Free planNoNoYesNoYes
Free trialNoYesNoYesYes

Use cases for Affinity

Affinity may not be the best fit if…

  • · SMB generalist CRM buyers
  • · Budget-sensitive startups needing freemium
  • · Marketing-automation-first buyers

Affinity guides

Setup, implementation, migration, plans, and worth-it walkthroughs for this product.

Methodology disclosure: scores and recommendations follow SoftwareGlimpse evaluation criteria (version 1.0.0). Affiliate relationships do not determine rankings.

How we recommend: product claims are tied to recorded research where available.

AI-assisted disclosure: drafts may be AI-assisted from approved facts and assessments. Humans approve publishable editorial judgments. AI does not invent live prices or claim hands-on testing.

Part of CRM · Sales CRM

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Interactive helpers use recommendation criteria — affiliate status never changes outcomes.