Affinity vs Revenue Grid (2026): which should you pick?
As of Nov 13, 2026, Revenue Grid grades higher than Affinity: 1.8 against 1.6 out of 4.0.
Checked Nov 12, 2026 and Nov 13, 2026 · graded Nov 12, 2026 and Nov 13, 2026 by ToolGPA
Revenue Grid grades higher on value for money. They get the same grade on the free plan, features, ease of use and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Affinity
Relationship-intelligence CRM for investment and deal teams
Revenue Grid
Captures customer interactions and syncs them into your CRM
Which one is for you
Pick Affinity if
- Fits if you run an investment or advisory firm and track relationships across a team
- Works for teams that want contacts logged from email automatically
Look elsewhere if
- Pricey if you are small: $2,000 per user a year is the floor
- Skip it if you want a free try, because none is listed
- Watch out: Notetaker, AI Chat and the MCP server start on Scale at $2,300; enrichment on Advanced
- Watch out: API calls are capped at 100,000 a month on Scale and Advanced, and extra seats and implementation are add-ons
Pick Revenue Grid if
- Fits if your team lives in Salesforce and your records are thin because email and meetings never get logged
- Works for revenue teams that want data capture first and AI on top later
Look elsewhere if
- Skip it if you want to see a price before talking to anyone, because none is published
- Not for you if you use a CRM other than Salesforce, as the integrations page needs checking before you buy
- Pricey if you want in-inbox context and scheduling, which start on the second package
- Watch out: the MCP server and Knowledge Lake need the third package up, and Smart Sequences is an add-on on the second
How we grade them
| 1.6GPAAffinityWeak | 1.8GPARevenue GridWeak | |
|---|---|---|
| Value for money | D$2,000 per user a year is about $167 a month, well above the $99 where the dearest tenth of CRM tools starts and the $25 middle. | CPrice is by quote only: four packages and a Get a Quote button, so nothing to set against the category's $15 to $65 a month. |
| Free plan and trial | FNo free plan and no trial are listed on the pricing page, which sells every tier through sales. | FNo free plan and no trial on record; the pricing page only offers a quote. |
| Features | CAutomatic activity capture, relationship intelligence, deal pipelines, AI Chat, enrichment and an API. The listing's gap: Notetaker, AI Chat and the MCP server start on Scale, and enrichment on Advanced. | CCaptures email, calendar and meeting activity and syncs it to the CRM. The listing shows gaps: Context Panel and Smart Schedule need Motion, and the MCP server and Knowledge Lake need Kora AI. |
| Ease of use | CNo store rating on record. Connecting email, calendar and data sources is part of rolling it out. | CNo store rating on record. It captures data from Outlook, Office 365 and Gmail, so there are accounts to connect and a CRM to check against its integrations list. |
| Platforms and integrations | BWeb plus browser extension, with Gmail, Outlook, Slack, Zoom, Teams and Salesforce connections and an API. | BWeb product with a list of integrations: Salesforce, Outlook, Office 365, Gmail, Zoom and SharePoint. No desktop or phone app is named. |
| Best for | relationship intelligence for investment teams | Salesforce teams logging email and meetings |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Affinity and Revenue Grid. How we grade
Where they differ
- Affinity also covers meeting notes, AI agents and reports.
- Revenue Grid also covers calendar, booking links and workflow automation.
At a glance
| Affinity | Revenue Grid | |
|---|---|---|
| Pricing | Paid | Paid |
| Starts at | $2,000 per user / year, billed annually | Not published |
| Free plan | None | None |
| Free trial | None listed | None listed |
| Web | ||
| Browser extension | ||
| Made by | Affinity | Revenue Grid |
| Price read from | affinity.co | Not confirmed |
| Checked | Nov 12, 2026 | Nov 13, 2026 |
Worth knowing
Affinity
- Every tier is quoted through sales, and the page lists no free plan or trial.
- Notetaker, AI Chat, Ascend agents and the MCP server start on Scale; enrichment and automations start on Advanced.
- API calls, including MCP queries, are capped at 100,000 a month on Scale and Advanced; Enterprise is unlimited.
- Collaborator and sync-only seats, and dedicated implementation support, are add-ons.
Revenue Grid
- Pricing is by quote only: the pricing page lists four packages and a Get a Quote button, with no figures.
- The MCP server and Knowledge Lake need the Kora AI tier or higher, and Context Panel and Smart Schedule need Motion or higher.
- Smart Sequences is an add-on on Motion and is included from Kora AI up.
- The integrations page names Salesforce, Outlook, Office 365 and Gmail among others; check that your CRM is supported before buying.
Key features
Affinity
- Automatic activity capture
- Email and calendar sync creates records and logs interactions without manual entry, with sync policies set by admins at team level.
- Relationship intelligence
- A relationship graph and strength score show the warmest path to any contact, and Scale adds inferred connections beyond direct email history.
- Deal pipeline management
- Pipelines with unlimited smart lists for people, organizations and opportunities, plus reporting and analytics.
- AI Chat, Notetaker and Ascend
- Scale and above include conversational access to the pipeline, meeting capture and follow-up, and agents built for private capital.
- Data enrichment
- Affinity's own enrichment is in every plan. Advanced adds PitchBook, Dealroom and Crunchbase data, and PitchBook needs its own subscription.
- Hosted MCP server and API
- The MCP server lets Claude, ChatGPT and other assistants use Affinity data, and API access is capped at 100,000 calls a month below Enterprise.
Revenue Grid
- Context capture and CRM sync
- Captures customer interactions and activity automatically and keeps CRM data complete and up to date.
- Context Panel
- Shows customer context directly in the inbox, in the Motion tier and above.
- Smart Schedule and Smart Sequences
- Smart Schedule books meetings without back-and-forth; Smart Sequences automates structured outreach and is an add-on on Motion.
- Meeting intelligence and Knowledge Lake
- Kora AI adds meeting intelligence and brings customer knowledge into a single source.
- MCP server
- Connects the captured customer context to a company's own AI tools, from the Kora AI tier.
- Revenue forecasting
- Revenue IQ is listed among the applications for spotting revenue and risk earlier.
Plans
Affinity
Essential$2,000
per user / year, billed annually
Automatic email and calendar capture, relationship scoring, firmwide interaction history, deal pipeline tracking and Affinity Labs early access. Sold through sales.
Scale$2,300
per user / year, billed annually
Everything in Essential, plus Notetaker, AI Chat, Ascend agents, the hosted MCP server and inferred network connections. 100,000 API calls a month.
Advanced$2,700
per user / year, billed annually
Everything in Scale, plus enrichment from PitchBook, Dealroom and Crunchbase, company growth insights, packaged integrations and workflow automations.
EnterpriseCustom
Everything in Advanced, plus fund-level permissions, enterprise SSO, custom data retention and unlimited API access.
Revenue Grid
Pricing could not be confirmed. See revenuegrid.com.
Common questions
Which is cheaper, Affinity or Revenue Grid?
As of Nov 13, 2026, Affinity starts at $2,000 per user / year, billed annually, and Revenue Grid has no price we could confirm.
Which has a free plan, Affinity or Revenue Grid?
As of Nov 13, 2026, neither Affinity nor Revenue Grid has a free plan.
Which platforms do Affinity and Revenue Grid run on?
As of Nov 13, 2026, only Affinity lists a browser extension. Both list a web app. A platform missing from a listing is one its maker's pages did not mention.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.