Affinity Review: A CRM That Maps Who Knows Whom
Affinity CRM fits private capital teams that map who knows whomIn this Affinity review, Feature depth scores 5.9, and 0 of the 10 tagged reviews on it are positive.
Every score on this page validated by the site owner · latest validation Oct 16, 2026 · How we score
Affinity in three sentences
Affinity CRM captures emails and calendar events into contact records and scores relationship strength, for private capital deal teams. It scores 7.5 on 10 tagged reviews, and Feature depth scores 5.9, with none of the 10 tagged reviews on it positive. Essential is $2,000 per user per year, billed annually, read on Oct 5, 2026.
See it before you read on
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What it costs
Four plans. Every figure read on the vendor's pricing page between Sep 27 and Oct 5, 2026.
Spotted a change? Tell us
Prices read on the vendor's page: Essential $2,000, Scale $2,300 and Advanced $2,700 per user per year, billed annually.
Scores calculated on 10 tagged reviews; global score 7.5.
What you get, what you don't
Six things Affinity does. None of the six is missing on the vendor's pages; the weak spots are in what reviewers say, below.
- SlackNative
- Microsoft TeamsNative
- BoxNative
- Google DriveNative
- DropboxNative
- Data hostedUnited States
- GDPR data processing agreementAvailable
- SOC 2 reportSOC 2 Type II
- Single sign-onEnterprise plan
- ChannelsEmail
- HoursNot published
- PhoneNot published
- Read as negative0 of 4 tagged reviews
The data behind the score
Our five scores against the average of the tools we score.
Should you buy it?
Name your dealbreaker. No profile is scored on its own yet: too few tagged reviews per profile, so the page shows the overall score.
Buy it if You want email and calendar capture feeding one firm-wide contact record, at $2,000 per user per year on Essential, billed annually. Skip it if You need more than 100,000 API calls a month on a non-Enterprise plan, or Feature depth beyond its 5.9 score on 10 tagged reviews.
Affinity API calls stop at a monthly cap below Enterprise Scale and Advanced cap API access at 100,000 calls a month, read on Oct 5, 2026; Enterprise is unlimited. We hold no published fact that shows another tool here does better.
HubSpot is listed as a custom integration The integrations page lists HubSpot as custom, with an estimate on request, read on Oct 5, 2026. Convin covers it
Single sign-on is listed on Enterprise Enterprise SSO, centrally managed by IT, is listed on the Enterprise plan, read on Oct 5, 2026. Nutshell covers it
Questions to ask the vendor
- What does the Enterprise plan cost per user per year?The pricing page shows Enterprise as custom pricing, read on Oct 5, 2026.
- What does the custom HubSpot integration cost, and how long does it take to set up?The integrations page lists HubSpot as custom with an estimate on request, read on Oct 5, 2026.
- What happens when a firm passes 100,000 API calls in a month on Advanced?Scale and Advanced include 100,000 API calls a month, read on Oct 5, 2026.
- What does the dedicated implementation and success support add-on cost?Enterprise lists it as an add-on, read on Oct 5, 2026.
If Affinity isn't it
Three tools we score in this category. Each card names where the tool is weaker. The highest-scored tool that covers a dealbreaker above is always among them. API call cap has no card: we hold no published fact that shows another tool here does better. Click a card, or a name below, to put it next to Affinity.
- Chat and email support channels, read Sep 29, 2026
- Feature range draws 10 negative mentions
- Native two-way HubSpot integration, read Sep 28, 2026
- Speed and performance draws 11 negative mentions
- SAML SSO on Enterprise, from $79 per user a month billed annually, read between Sep 29 and Oct 6, 2026
- Feature range draws 174 negative mentions
Affinity vs Salesflarethe three alternatives
 Affinity |
Salesflare |
Convin |
Nutshell |
|
|---|---|---|---|---|
| Our score | 7.5 | 8.8 | 8.7 | 8.3 |
| Price and plan | ||||
| Entry price | $2,000 /seat /yr | $39 /seat /mo | Quote | From $13 /seat /mo billed annually |
| Free plan | No free plan stated | No free plan stated | No free plan stated | No free plan stated |
| Free trial | No free trial stated | 30-day free trial | No free trial stated | 14-day free trial |
| Four dimensions, same grid | ||||
| Ease of setup | 7.7 | 9.4 | 9.9 | 8.7 |
| Feature depth | 5.9 | 8.1 | 8.6 | 7.1 |
| Value for money | 7.2 | 9.3 | 10.0 | 9.6 |
| Support quality | 7.9 | 9.5 | 9.9 | 9.3 |
| Fit | ||||
| Integrations | Slack, Microsoft Teams, Box | Gmail, Microsoft Outlook, Google Calendar | HubSpot, Salesforce, Pipedrive | Gmail, Outlook, Asana |
| Support channels | Chat and email | Chat, AI help, email | ||
| Main strength | Automatic email and calendar capture | Semi-automatic CRM data capture | Automated QA across conversations | Sales pipeline with email sync |
Salesflare lists Gmail, Microsoft Outlook and Google Calendar among its integrations, read on Sep 29, 2026.
Convin lists Pipedrive, Zoho and Zendesk Talk among its integrations, read between Sep 28 and Oct 5, 2026.
Nutshell lists Gmail, Outlook and Asana among its integrations, read between Sep 29 and Oct 6, 2026.
Read between Sep 28 and Oct 6, 2026: Affinity lists SSO on Enterprise, Nutshell SAML SSO on Enterprise from $79 per user a month, billed annually, Convin a native two-way HubSpot integration, Salesflare chat and email.
Same five-dimension grid for every tool; the fifth dimension changes with the category and stays out of this table. Prices and integrations read on each vendor's public pages between Sep 27 and Oct 6, 2026. Some of these prices have not been read again for 6 months. Check the vendors' pages before you buy.
What the reviews say, in depth
Email and calendar capture builds the contact record
Affinity captures every email and calendar event to create people and company records, read on Sep 27, 2026. Essential lists automatic activity capture across email and calendar, and Scale adds Notetaker for automatic meeting capture, read on Oct 5, 2026.
Ease of setup scores 7.7 on 6 tagged reviews.
Relationship scores point to the warmest path in
Affinity gives every relationship a strength score from the recency and frequency of interactions, and lists warm introduction path finding to target contacts, read on Sep 27, 2026. Essential lists relationship scoring as the warmest path to any contact, read on Oct 5, 2026.
Data enrichment draws on 40+ sources, among them PitchBook, Preqin and Grata, read on Sep 27, 2026.
Affinity cost is per user per year, billed annually
Essential is $2,000 per user per year, Scale $2,300 and Advanced $2,700, all billed annually, read on Oct 5, 2026. Enterprise is priced by quote on the pricing page.
Value for money scores 7.2 on 7 tagged reviews. The pages checked do not mention an Affinity free trial, read on Sep 27, 2026.
Feature depth scores 5.9, and the AI features start at Scale
Feature depth scores 5.9 on 10 tagged reviews, with 7 mixed and none positive. Ascend agents and the hosted MCP server come from Scale up, read on Oct 5, 2026.
Advanced adds Workflow Automations: pipeline moves without manual updates, read on Oct 5, 2026.
Before you commit
Affinity cost per seat is $2,000 per user per year, billed annually, on Essential, the lowest-priced listed tier; Scale is $2,300 and Advanced $2,700, read on Oct 5, 2026. The pricing page describes Essential as for firms building their network and deal pipeline.
The vendor describes Affinity as a CRM for private capital deal teams, read on Sep 27, 2026. This page does not rate fit for firms outside private capital.
Affinity captures every email and calendar event to create people and company records, read on Sep 27, 2026. Notetaker adds automatic meeting capture and follow-up from Scale, read on Oct 5, 2026.
It gives every relationship a strength score from the recency and frequency of interactions, and finds a warm introduction path to target contacts, read on Sep 27, 2026. This page does not compare those features with other CRMs.
This page covers Affinity only, not Salesforce. Affinity's Advanced plan lists Salesforce among its packaged integrations, read on Oct 5, 2026.
This page lists what Affinity states, not what it lacks. Workflow Automations are listed on Advanced, read on Oct 5, 2026, and Feature depth scores 5.9 on 10 tagged reviews.
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