CRM · head to head
Affinity vs Apptivo

Affinity
CRM
Relationship intelligence platform for professionals
- From
- $2000/year
- Rated
- -

Apptivo
CRM
A bundle of around fifty business apps sold on one per-user subscription
- From
- On request
- Rated
- -
The short version
- Each has a real cost: Affinity enterprise tier requires custom quote, pricing not transparent; Apptivo the tiers gate the number of apps rather than only the depth, so a business that buys Lite at 15 US dollars because of the CRM and later needs an app in the 46-app Premium set faces a 67 per cent per-seat increase to unlock it.
- They diverge on capability: Affinity covers Contact management, Apptivo covers CRM core.
- Prices and features above were last checked on 31 August 2026.
Where they differ
Only the attributes on which Affinity and Apptivo actually diverge.
Identical on both: free tier (No), user rating (Not yet rated), category (CRM).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in Affinity
- Contact management
- Deal tracking
- Intelligence engine
- Relationship mapping
- Integration aggregation
- Gmail
- Outlook
Only in Apptivo
- CRM core
- Invoicing and estimates
- Project management
- Field service
- Help desk
- Procurement and inventory
- Custom apps and fields
- Workflow automation
What people use each for
The jobs each tool is most often brought in to do.
Affinity
- Deal sourcing and pipeline management for venture capital and private equitynot Apptivo
- Automatic capture of email and meeting activity into relationship recordsnot Apptivo
- Finding warm introductions through existing relationship networksnot Apptivo
- Investor relations and fundraising trackingnot Apptivo
- Portfolio company support and reportingnot Apptivo
Apptivo
- A ten-person consultancy that wants CRM, project timesheets and invoicing on one subscription instead of stitching three tools togethernot Affinity
- A distributor needing quotes, purchase orders and stock levels against the same customer record without an integration projectnot Affinity
- A service business replacing a spreadsheet-driven help desk that also wants the ticket history visible on the sales contactnot Affinity
- A business already paying separately for CRM, invoicing and project tools that wants to cut vendor count and consolidate billingnot Affinity
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Affinity
- Enterprise tier requires custom quote, pricing not transparent
- Scale tier API calls capped at 100000 per month
- All plans charge per user annually
Apptivo
- The tiers gate the number of apps rather than only the depth, so a business that buys Lite at 15 US dollars because of the CRM and later needs an app in the 46-app Premium set faces a 67 per cent per-seat increase to unlock it.
- Workflow automation is capped at 25 rules on both Lite and Premium, which is low for any business automating more than a basic sales process, and lifting it means jumping to Ultimate at 40 US dollars.
- Each app is shallower than the dedicated product it replaces, so teams that outgrow one module end up buying a specialist tool anyway and lose the single-record advantage that justified the suite.
- There is no free tier, only a 30-day trial, so evaluating the breadth properly against real data requires paying or rushing the trial window.
- The interface is dense and inconsistent between apps because they were built over many years, which lengthens onboarding and produces persistent user complaints in teams that are not technically confident.
Pricing, plan by plan
Affinity
$2000/year- Essential$2000/year
- Activity capture (email and calendar)
- Relationship scoring and interaction history
- Deal pipeline tracking
- Scale$2300/year
- Automatic meeting capture (Notetaker)
- AI Chat conversational access
- Affinity Ascend agent platform
- Advanced$2700/year
- Third-party data enrichment (PitchBook, Dealroom, Crunchbase)
- Company growth insights
- Packaged integrations (Slack, Salesforce, Box)
- Enterprise$null/year
- Fund-level permissions
- Enterprise SSO
- Custom data retention
Apptivo
On request- Lite$15/month
- 18 apps
- 100 custom fields per app
- 25 workflows
- Premium$25/month
- 46 apps
- 250 custom fields per app
- 25 workflows
- Ultimate$40/month
- All apps
- 350 custom fields per app
- 150 workflows
- Enterprise$undefined/month
- 500 custom fields per app
- 300 workflows
- 100 custom dashboards
Which should you pick?
Choose Apptivo if
- You need crm core.
- You work on Web, iOS, Android.
- You also want invoicing and estimates.
Questions people ask
- Is Affinity or Apptivo better?
- Neither clearly leads. Affinity starts at $2000/year and Apptivo at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Affinity or Apptivo?
- Affinity starts at $2000/year and Apptivo at On request.
- Does Affinity or Apptivo run on more platforms?
- Affinity runs on Web. Apptivo runs on Web, iOS, Android.
- What is Affinity best used for?
- Affinity is most often used for deal sourcing and pipeline management for venture capital and private equity, automatic capture of email and meeting activity into relationship records, finding warm introductions through existing relationship networks, investor relations and fundraising tracking. Of those, deal sourcing and pipeline management for venture capital and private equity and automatic capture of email and meeting activity into relationship records are not what Apptivo is typically brought in for.
- What can Affinity do that Apptivo cannot?
- Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping. Apptivo covers CRM core, Invoicing and estimates, Project management, Field service.
Answered from the vendors’ own pages
Affinity: How much does Affinity CRM cost per user?
Affinity CRM pricing starts at 2000 USD per user per year for the Essential plan, 2300 USD for Scale, and 2700 USD for Advanced. Enterprise tier requires custom pricing.
SourceApptivo: Does Apptivo have a free plan?
No. There is a 30-day free trial; the cheapest ongoing plan is Lite at 15 US dollars per user per month billed annually.
Affinity: What is the API call limit on Affinity's Scale tier?
The Scale and Advanced tiers provide 100000 API calls per month. Enterprise tier customers receive unlimited API access.
SourceApptivo: What is the real difference between Lite and Premium?
Mostly app count and dashboards: Lite opens 18 apps, Premium opens 46 with custom dashboards. Check which specific app you need before choosing on price.
Affinity: Which Affinity tier includes Notetaker and MCP integration?
The Scale tier (2300 USD per user per year) includes automatic meeting capture via Notetaker and Model Context Protocol server integration for AI tool connections.
SourceApptivo: Is monthly billing more expensive?
Yes, by roughly a third. Lite is 15 annually versus 20 monthly, Premium 25 versus 30, Ultimate 40 versus 50.
Affinity: When does Affinity offer Enterprise SSO capabilities?
Enterprise SSO (single sign-on) capability is included only in the Enterprise tier, which requires custom pricing and is designed for established firms with multi-fund complexity.
SourceApptivo: Are all fifty apps really included?
Only on the top tiers. The lower tiers include a subset, and the app list per tier is the thing to verify before buying.
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