# Affinity Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Affinity Software - reviews, pricing plans, popular comparisons to other Lead Management products and more.

Source: https://www.capterra.com/p/172301/Affinity/reviews

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# 

 Affinity Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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?

The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence

## 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

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Our "Best of" badge program showcases products with the highest ratings...

Do you work for Affinity?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://affinity.co&name=Affinity)

## 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.

[4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting Price

Contact vendor

Starting Price

$12

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (3)

Ease Of Use

4.7 (462)

Value For Money

4.0 (2)

Value For Money

4.5 (401)

Customer Service

4.7 (3)

Customer Service

4.6 (384)

## Affinity alternatives

[4.2 (1,307)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.2 (991)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[4.3 (6,975)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

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 teams. It suits organizations of different sizes that rely on managing business relationships and deal activity across these sectors.

Features and Usability

### What are the key features of Affinity?

Affinity offers CRM functions including contact management, contact database, lead management, deal management, and pipeline management. It also includes calendar management, task management, document storage, workflow management, access controls/permissions, reporting and analytics, real-time notifications, and third-party integrations for tracking relationships and sales activity.

Integrations

### Which third-party tools and platforms does Affinity integrate with?

Affinity integrates with Box, Dropbox Business, Google Drive, SharePoint, Slack, Microsoft Teams, HubSpot CRM, Salesforce Platform, Mailchimp, Eventbrite, and Typeform. These integrations cover file storage, team communication, CRM, marketing, event management, and form collection, giving Affinity connections to 10 third-party platforms.

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 offers written reference material and videos provide self-paced walkthroughs for setup and feature review.

Getting Started and Support

### What customer support options does Affinity offer?

Affinity provides email/help desk support, a knowledge base, 24/7 live rep assistance, and chat. No reviewer feedback about support quality is available in the catalog data, so the support experience cannot be described further without adding unsupported claims.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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

Affinity 27 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Import and export data to and from software applications

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Create and send email blasts/campaigns

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Access software remotely via mobile devices

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Receive data and information in real time

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

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 Business](https://www.capterra.com/p/143068/Dropbox-Business/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

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/)

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.

AU

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.

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