# Affinity review (2026): is it worth $2,000 a year per user? > Relationship-intelligence CRM for investment and deal teams Checked Nov 12, 2026 ยท graded Nov 12, 2026 by ToolGPA. 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. - **Category:** CRM Software - **Made by:** Affinity - **Website:** https://www.affinity.co - **Runs on:** Web, Browser extension - **Who should skip it:** Pricey if you are small: $2,000 per user a year is the floor. - **Facts last checked:** Nov 12, 2026 ## Pricing As of Nov 12, 2026, Affinity is a paid product, starting at $2,000 per user / year, billed annually. - **Pricing model:** Paid - **Free plan:** None. - **Free trial:** None listed. | Plan | Price | What you get | | --- | --- | --- | | 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. | | Enterprise | Custom | Everything in Advanced, plus fund-level permissions, enterprise SSO, custom data retention and unlimited API access. | Read from https://www.affinity.co/product/affinity-pricing on Nov 12, 2026. Prices change, so confirm with Affinity before buying. ## 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. ## Good for - Venture capital, private equity and investment banking teams - Firms that mine email history for warm introductions ## 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. ## ToolGPA grades **GPA: 1.6 out of 4**, graded Nov 12, 2026. 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. - **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. - **Free plan and trial: F.** No free plan and no trial are listed on the pricing page, which sells every tier through sales. - **Features: C.** Automatic 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. - **Ease of use: C.** No store rating on record. Connecting email, calendar and data sources is part of rolling it out. - **Platforms and integrations: B.** Web plus browser extension, with Gmail, Outlook, Slack, Zoom, Teams and Salesforce connections and an API. These are ToolGPA's own grades. 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. ## Where it 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. The category's chart of price against score: https://toolgpa.com/charts/crm ## Keep it, 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. - You could make: Sales pipeline and reports: an app builder makes these well. - You could not: An AI agent, with the models and the safeguards behind it. - You could not: A bot that joins your calls and turns the talk into notes. - You could not: It is priced for each person, which means accounts and billing for a team. - You could not: It plugs into other products, Gmail, Outlook and Slack among them, and has an API. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Gmail, Outlook, Slack, Zoom, Microsoft Teams, Salesforce, PitchBook, Box **Tags:** Sales pipeline, AI features, AI agents, Reports, Public API, Meeting notes ## Alternatives - [4Degrees](https://toolgpa.com/tools/4degrees): Relationship-intelligence CRM for private-market deal teams. [Compare](https://toolgpa.com/compare/4degrees-vs-affinity) - [Attio](https://toolgpa.com/tools/attio): CRM with a customizable data model, workflows and AI agents. [Compare](https://toolgpa.com/compare/affinity-vs-attio) - [Salesforce](https://toolgpa.com/tools/salesforce): CRM platform for sales teams with AI agents and a free 2-user suite. [Compare](https://toolgpa.com/compare/affinity-vs-salesforce) - [HubSpot](https://toolgpa.com/tools/hubspot): Free CRM at the center of a marketing, sales and service suite. [Compare](https://toolgpa.com/compare/affinity-vs-hubspot) - [folk](https://toolgpa.com/tools/folk): CRM that pulls contacts from LinkedIn, email and WhatsApp. [Compare](https://toolgpa.com/compare/affinity-vs-folk) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 12, 2026: - https://www.affinity.co/product/affinity-pricing Page: https://toolgpa.com/tools/affinity Listed by ToolGPA (toolgpa.com).