Affinity review (2026): is it worth $2,000 a year per user?
Relationship-intelligence CRM for investment and deal teams
Black Friday: is there a Affinity sale?
Affinity report card
Weak · out of 4.0 · graded Nov 12, 2026
Best for relationship intelligence for investment teams
Affinity is a relationship-intelligence CRM for investment and deal teams. It starts at $2,000 per user a year, everything is quoted through sales, and its AI tools only start on the second tier.
Who Affinity is for
- 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
Who Affinity is not for
- 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
Why Affinity gets a 1.6
Five grades, each with its reason. The GPA is their average: an A is 4 points, an F is none.
- DValue for money$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.
- FFree plan and trialNo free plan and no trial are listed on the pricing page, which sells every tier through sales.
- CFeaturesAutomatic 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.
- CEase of useNo store rating on record. Connecting email, calendar and data sources is part of rolling it out.
- BPlatforms and integrationsWeb plus browser extension, with Gmail, Outlook, Slack, Zoom, Teams and Salesforce connections and an API.
What these grades rest on. Graded from this listing, whose facts were read from Affinity's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews. How we review and grade.
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<a href="https://toolgpa.com/tools/affinity#review"><img src="https://toolgpa.com/badge/affinity.svg" alt="Affinity: 1.6 GPA on ToolGPA" width="196" height="56"></a>Where Affinity stands among CRM tools
Affinity's GPA of 1.6 is higher than 0 of the 72 other CRM tools we grade, and level with 4.
It stands best on platforms and integrations (B, above 10 of 72) and worst on free plan and trial (F, above 0).
Its paid plans start at $166.67 a month when paid by the year for each person, against a middle price of $27.92 for the category: 62 of the 66 others that charge start lower.
On features, ease of use and platforms it scores 2.3 out of 4. 39 tools score higher and cost less.
Each grade against the category
Every bar is all 73 CRM tools we grade, cut by the letter each got. Affinity’s own letter is outlined.
- DValue for moneyAbove 0 of 72, level with 26
- FFree plan and trialAbove 0 of 72, level with 11
- CFeaturesAbove 1 of 72, level with 33
- CEase of useAbove 1 of 72, level with 59
- BPlatforms and integrationsAbove 10 of 72, level with 55
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less, and higher up scores better on features, ease of use and platforms. Point at a dot to see which tool it is.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Keep Affinity, or make your own?
Keep it
To replace Affinity you would be making an AI agent, with the models and the safeguards behind it. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 68 of the 72 other CRM tools grade higher. It costs $2,000 a year.
What you could make
- Sales pipeline and reports: an app builder makes these well.
What you could not
- An AI agent, with the models and the safeguards behind it.
- A bot that joins your calls and turns the talk into notes.
- It is priced for each person, which means accounts and billing for a team.
- It plugs into other products, Gmail, Outlook and Slack among them, and has an API.
What this rests on. Affinity’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
What is Affinity?
Affinity is a CRM for private capital and other deal-driven firms such as venture capital, private equity and investment banking. It captures email and calendar activity automatically, scores relationship strength and shows the warmest path to a contact, and tracks deals in pipelines. It is sold per user per year, billed annually, in four tiers, and every plan goes through the sales team.
Worth knowing
- 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.
Key features
- 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.
Affinity pricing
As of Nov 12, 2026, Affinity is a paid product, starting at $2,000 per user / year, billed annually.
- Starts at
- $2,000 per user / year, billed annually
- Free plan
- None
- Free trial
- None listed
| Plan | Price | What you get |
|---|---|---|
| Essential | $2,000per 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 | $2,300per 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 | $2,700per user / year, billed annually | Everything in Scale, plus enrichment from PitchBook, Dealroom and Crunchbase, company growth insights, packaged integrations and workflow automations. |
| Enterprise | Custom | Everything in Advanced, plus fund-level permissions, enterprise SSO, custom data retention and unlimited API access. |
Read from affinity.co on Nov 12, 2026. Prices change, so confirm with Affinity before you buy.
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Common questions
Does Affinity have an Android app?
No Android app was listed when its pages were read on Nov 12, 2026. Affinity is listed for Web.
Does Affinity have an iPhone app?
No iPhone app was listed when its pages were read on Nov 12, 2026. Affinity is listed for Web.
Is Affinity open source?
Affinity is not described as open source on its own site, as read on Nov 12, 2026.
Does Affinity have an API?
Yes. Affinity offers a public API, according to its own site.
Sources for this page
The prices, plans, platforms and features above were read from these pages on Nov 12, 2026.