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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 →

Setting up your first pipeline

Official vendor tutorial for onboarding and configuration. It is not a SoftwareGlimpse implementation plan — use our independent guides for rollout judgment.

Official vendor tutorial

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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

Source: Official Affinity

What to prepare before this step

  • • Agree pipeline stages that match how your team sells
  • • Decide who owns deals, activities, and reporting
  • • List must-have fields before importing contacts

What this video covers

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

Affinity guides

Practical walkthroughs for setup, rollout, migration, plan choice, and fit — linked from this review so you can decide and implement without hunting the guides hub.