--- title: "Affinity Software Reviews, Demo & Pricing - 2026" description: "Review of Affinity Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/73653-Affinity/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Lead Management Software](https://www.softwareadvice.com/marketing/lead-management-comparison/) / Affinity Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Affinity Review Custom quote Free trial 1 plan Wondering if Affinity is right for your organization? Our Lead Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Affinity 4.7 [(3)](https://www.softwareadvice.com/product/73653-Affinity/#reviews) Pricing Pricing available upon request ### About Affinity Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. Ascend, Affinity’s agent platform, handles the procedural work at every deal stage so teams can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage. Powered by 31B+ interactions and 130B+ relationships, Affinity helps firms uncover opportunities sooner, move with greater conviction, and build an intelligence layer that compounds over time. Wondering if Affinity is right for your organization? Our Lead Management Software selection experts can help you in 15 minutes or less. ## Affinity User Interface ## Popular Affinity Alternatives Main Product Affinity 4.7 [(3)](https://www.softwareadvice.com/product/73653-Affinity/#reviews) Ratings Breakdown - 4.67Ease of use - 4.0Value for money - 4.67Customer support - 4.67Functionality Pricing Available upon request Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4484)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18808)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6996)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(625)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(744)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.72Value for money - 4.49Customer support - 4.49Functionality Pricing Starting at $7.00 per year Get Price ## Affinity Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Basic Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Affinity Features - Popular features found in Lead Management Campaign Management Contact Management CRM Lead Capture Lead Segmentation Prospecting Tools Reporting/Analytics Task Management Workflow Management - More features of Affinity Activity Dashboard Activity Tracking Alerts/Notifications API Calendar Management Calendar/Reminder System Calendar Sync Collaboration Tools Contact Database Customer Database Customizable Fields Customizable Reports Data Import/Export Data Visualization Deal Management Document Management Document Storage Drag & Drop Email Marketing Interaction Tracking Lead Management Live Chat Mobile Access Pipeline Management Real-Time Data Reminders Reporting & Statistics Sales Pipeline Management Sales Reports Sales Trend Analysis Third-Party Integrations Visual Analytics ## Affinity Integrations Microsoft Teams Integration rated undefined from -1 review Dropbox Integration rated undefined from -1 review Eventbrite Integration rated undefined from -1 review HubSpot CRM Integration rated undefined from -1 review Salesforce Platform Integration rated undefined from -1 review Slack Integration rated undefined from -1 review See all 9 integrations ## Affinity User Reviews ## Affinity customer ratings - Overall rating: 4.7/5 - Total reviews: 3 ### Rating distribution - 5 stars: 2 reviews (67%) - 4 stars: 1 reviews (33%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.7/5 - Value for money: 4/5 - Customer support: 4.7/5 - Functionality: 4.7/5 --- Have you used Affinity and would like to share your experience with others? ### Great tool for investor relations - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Internet - Company size: 51-200 employees - Product usage: Used weekly for less than 6 months - Reviewed: November 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Affinity is brilliant - Overall rating: 5/5 - Reviewer: gaby H. - Verified reviewer: Yes - Industry: Commercial Real Estate - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for switching to Affinity Preferred the list functionality with Affinity --- ### Productive CRM for PC & mobile - Overall rating: 4/5 - Reviewer: Karan P. - Verified reviewer: Yes - Industry: Computer Software - Company size: 201-500 employees - Product usage: Used weekly for less than 2 years - Reviewed: August 2022 - Review source details: This review was submitted organically. No incentive was offered 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! #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- Showing 1 - 3 of 3 Reviews ## Other Top Recommended Lead Management Software [ContactsFlow](https://www.softwareadvice.com/crm/shared-contacts-for-gmail-profile/) **4.5** (97) Recently recommended **12** times [FloStack](https://www.softwareadvice.com/marketing/flostack-profile/) **0.0** (0) Recently recommended **10** times [Paminga](https://www.softwareadvice.com/email-marketing/net-results-profile/) **4.6** (33) Recently recommended **8** times [Gather](https://www.softwareadvice.com/product/104580-Gather/) **4.8** (19) Recently recommended **1** times Stuck Between Options? Our experts can help you compare Affinity with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice