The Affinity Insider’s Guide
Everything we know about Affinity in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Affinity
The Insider’s Guide
Relationship-intelligence CRM for investment and deal teams
Every plan, grade, refund rule and rival among CRM tools, read from Affinity’s own pages.
Made by Affinity · checked Nov 12, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Affinity’s own pages, its app-store listings and our grades. Every fact in it is on Affinity’s page too, where it is kept up to date. Checked Nov 12, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
1.6
GPA, above 0 of the 72 other CRM tools we grade
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.
To get you started, here are 8 things to know about Affinity, taken from its own pages and our grades.
Connecting email, calendar and data sources is part of rolling it out.
- 1
Best for relationship intelligence for investment teams
Affinity is a relationship-intelligence CRM for investment and deal teams.
- 2
Paid plans start at $166.67 a month when paid by the year for each person
As its pricing page puts it: $2,000 per user / year, billed annually.
- 3
It runs on Web
Web, with a browser extension too.
- 4
Automatic activity capture
Email and calendar sync creates records and logs interactions without manual entry, with sync policies set by admins at team level.
- 5
Relationship intelligence
A relationship graph and strength score show the warmest path to any contact, and Scale adds inferred connections beyond direct email history.
- 6
Deal pipeline management
Pipelines with unlimited smart lists for people, organizations and opportunities, plus reporting and analytics.
- 7
A 1.6 GPA, above 0 of 72
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 8
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.
Affinity at a glance
- Pricing
- Paid, from $2,000 per user / year, billed annually
- Free plan
- No
- Free trial
- None stated
- Runs on
- Web, Browser extension
- Made by
- Affinity
- Category
- CRM Software
- Our grade
- 1.6 GPA, weak
The report card
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.
| Subject | Grade | Comment |
|---|---|---|
| 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. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
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 it 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
Good to know
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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$166.67
A month to start, paid by the year, for each person
Affinity is a paid product, starting at $2,000 per user / year, billed annually.
No free plan and no trial are listed on the pricing page, which sells every tier through sales.
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 affinity.co on Nov 12, 2026.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
2
Places it runs: Web and Browser extension
Relationship-intelligence CRM for investment and deal teams. Here is what it does, as its own site describes it, and what it covers: public API, AI features, meeting notes, sales pipeline, AI agents, reports.
Automatic activity capture, relationship intelligence, deal pipelines, AI Chat, enrichment and an API.
- 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.
Where it runs
- Web
- Browser extension
What it works with
- Gmail
- Outlook
- Slack
- Zoom
- Microsoft Teams
- Salesforce
- PitchBook
- Box
Affinity is made by Affinity.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
0/72
Other CRM tools it is graded above
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
- FFree plan and trialAbove 0 of 72
- CFeaturesAbove 1 of 72
- CEase of useAbove 1 of 72
- BPlatforms and integrationsAbove 10 of 72
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. Affinity is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
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.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
4Degrees, Attio, Salesforce, HubSpot and folk
The 5 tools Affinity is most often weighed against, with where each one differs from it.
- 1.8GPA
4Degrees
Paid
Relationship-intelligence CRM for private-market deal teams.
- Affinity also covers meeting notes and AI agents.
- 2.4GPA
Attio
Free plan · from $35/mo
CRM with a customizable data model, workflows and AI agents.
- Attio has a free plan. Affinity does not.
- Only Attio lists iOS and Android apps.
- Affinity also covers meeting notes, AI agents and reports.
- 2.8GPA
Salesforce
Free plan · from $25/mo
CRM platform for sales teams with AI agents and a free 2-user suite.
- Salesforce has a free plan. Affinity does not.
- Only Salesforce lists iOS and Android apps.
- Affinity also covers meeting notes.
- 3.2GPA
HubSpot
Free plan · from $20/mo
Free CRM at the center of a marketing, sales and service suite.
- HubSpot has a free plan. Affinity does not.
- Only HubSpot lists iOS and Android apps.
- Affinity also covers meeting notes, AI agents and reports.
- 2.2GPA
folk
Free trial · from $24/mo
CRM that pulls contacts from LinkedIn, email and WhatsApp.
- Only folk lists macOS, Windows, iOS and Android apps.
- Affinity also covers meeting notes, AI agents and reports.
- folk also covers workflow automation.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
13
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Affinity free?
No. Affinity is a paid product, starting at $2,000 per user / year, billed annually.
How much does Affinity cost?
Affinity lists 4 plans. Essential: $2,000 per user / year, billed annually.
What platforms does Affinity work on?
Affinity is available on Web. It also has a browser extension.
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.
What does Affinity integrate with?
Affinity's listing names Gmail, Outlook, Slack, Zoom, Microsoft Teams, Salesforce, PitchBook and Box.
Who makes Affinity?
Affinity is made by a company of the same name.
What are the alternatives to Affinity?
The closest alternatives to Affinity in our directory are 4Degrees, Attio, Salesforce, HubSpot and folk.
How does Affinity compare with other CRM tools?
Affinity's GPA of 1.6 is higher than 0 of the 72 other CRM tools we grade, and level with 4.
Is Affinity good value for money?
ToolGPA grades Affinity D for value for money. 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.
Could I make my own version of Affinity?
To replace Affinity you would be making an AI agent, with the models and the safeguards behind it.
Where this guide comes from
The prices, plans, platforms and features were read from Affinity’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. 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.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Affinity. Prices change, so check affinity.co before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
5,038
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
5,038
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Affinity, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/affinity
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Affinity: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/affinity
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/affinity/guide
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See our other guides
The best-graded CRM tools after Affinity, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 73 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Bigin by Zoho CRM Insider's GuidePipeline-based CRM from Zoho for small businesses2.8 GPA
- Bitrix24 Insider's GuideFlat-priced CRM with tasks, chat, video calls and a site builder2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Affinity’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Affinity is a trademark of its owner, and this guide is not made, paid for or approved by Affinity. Prices and plans change: check affinity.co before you buy.