--- title: "Affinity Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Affinity Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/172301/Affinity/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Affinity Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Affinity ## What is Affinity? Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. Ascend, Affinity’s agent platform, handles the procedural work at every deal stage so teams can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage. Powered by 31B+ interactions and 130B+ relationships, Affinity helps firms uncover opportunities sooner, move with greater conviction, and build an intelligence layer that compounds over time. ## What is Affinity used for? [Lead Management](https://www.capterra.com/lead-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Affinity?[Manage this product listing](https://www.g2.com/products/affinity-hosting/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Affinity 4.7 (3) VS. [4.2 (1,006)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price Contact vendor Starting Price $69 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.0 (974) Value For Money 4.0 (2) Value For Money 4.2 (797) Customer Service 4.7 (3) Customer Service 4.0 (769) ## Affinity alternatives Highest Rated [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (506)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (18,813)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/172301/Affinity/alternatives/) ## FAQs about Affinity Overview ### What company size and specific industries is Affinity built for? Affinity is designed for teams in relationship-driven industries, including financial services firms that deploy capital into companies, professional services firms, and corporate organizations. It fits a range of team sizes within these sectors, from smaller groups to larger enterprise teams that manage complex business relationships. Features and Usability ### What are the key features of Affinity? Affinity offers CRM, contact and customer databases, lead management, pipeline management, and deal management for relationship tracking and sales workflows. It also includes calendar management, task management, document storage, reporting and analytics, access controls, activity tracking, and third-party integrations. Integrations ### Which third-party tools and platforms does Affinity integrate with? Affinity connects natively to 10 third-party tools, including Box, Dropbox, Google Drive, and Microsoft Teams for file and communication workflows, plus HubSpot CRM, Salesforce Platform, Slack, Mailchimp, Eventbrite, and Typeform for CRM, messaging, events, and forms. Getting Started and Support ### What training and onboarding options does Affinity offer? Affinity provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference and walkthroughs for setup, feature review, and ongoing learning. Getting Started and Support ### What customer support options does Affinity offer? Affinity provides Email/Help Desk, a Knowledge Base, 24/7 Live Rep, and Chat. No reviewer feedback on support is available here, so only the listed channels can be confirmed. Those options give users multiple ways to find help, from self-service articles to direct assistance. ## Features AI summary Based on 5,388 CRM reviews Capterra data shows that buyers of lead management software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **CRM** (**47%**) - **Lead Capture** (**42%**) Affinity supports all three of the features reviewers rate most highly: **Contact Management**, **CRM**, and **Lead Capture**. Together, these capabilities help businesses keep prospect details organized, track relationship activity across the pipeline, and bring new leads into the system efficiently, allowing teams to follow up faster and manage sales opportunities more effectively. Contact Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information CRM 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Reporting/Analytics 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Contact Database 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customer Database 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Affinity 39 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Marketing: Create and send email blasts/campaigns - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Live Chat: Ability to chat online in real time - Mobile Access: Access software remotely via mobile devices - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 4.0 (2) ### Starting price Free trial available Value for money 4.0 (2) 4.0 Based on 2 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Eventbrite](https://www.capterra.com/p/114949/Eventbrite/)[ Box](https://www.capterra.com/p/148766/Box/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Typeform](https://www.capterra.com/p/137289/Typeform/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KP Karan P. Associate Computer Software ### "Productive CRM for PC & mobile" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 6, 2022 Facilitates collaboration across several team functions and helps manage customer relations in a better way! Increased responsiveness of the platform can make the experience much user friendlier! Pros Easy-to-use CRM that tracks conversations, attachments, and sends reminders. The Gmail chrome extension is incredibly useful. The mobile app is quite powerful compared to other CRM apps. Cons The platform is quite slow (like most CRMs) and tiresome to use this on a day to day basis Limited analytics/reports offered Email customization & analytics can be a great value add Switched from [Freshdesk](https://www.capterra.com/p/124981/Freshdesk/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Chief Growth Officer Internet ### "Great tool for investor relations " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 14, 2021 Pros We use Affinity to manage our investor relations. What I like most: - It is really intuitive and easy to get started - GDPR, data security...big topics for us in Germany especially in this context - Great pipeline analytics to keep a realistic assessment Cons \- No integration with Pipedrive where we historically also have quite some conversations stored. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GH gaby H. CEO Commercial Real Estate ### "Affinity is brilliant" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 22, 2020 Pros The ease of functionality with Affinity is really what sets it apart from it's competitors - helping both relationship-building and the customer acquisition journeys be as effective as possible! Cons Genuinely - nothing. I think the team have considered functionality really well and it works well for my needs. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Preferred the list functionality with Affinity Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.