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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 →

All features

14 features

Official demos appear only beside high-value features where verified ResearchMedia is linked — not as a generic video gallery.

  • Contact management

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise

    This video is hosted on YouTube

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

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • Pipeline management

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
    Affinity pipeline teaching visual
    SoftwareGlimpse teaching placeholder for Affinity pipeline concepts.
    Screenshot source ↗
  • Deal management

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • Custom pipelines

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • Custom fields

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • Email sync

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • Email tracking

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • Workflow automation

    Essential

    SoftwareGlimpse assessment: Limited

    What it supports

    • Available with noted limits in current research
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • Reporting

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • Mobile app

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • Sales automation

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • Integrations

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise
  • AI assistance

    Essential

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Essential

    Included in

    • Essential
    • Scale
    • Advanced
    • Enterprise