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CRM & Sales · head to head

Affinity vs BoldSign

Affinity logo

Affinity

CRM & Sales

Relationship intelligence platform for professionals

From
$49/month
Rated
-
Full reviewWebsite
B

BoldSign

Productivity

eSignature API and app for developers and teams

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Affinity built specifically for private capital firms, so it is not a general purpose CRM; BoldSign overage envelopes beyond the plan allowance are billed individually at $0.25 to $0.75 each depending on plan tier

Where they differ

Only the attributes on which Affinity and BoldSign actually diverge.

Attributes where Affinity and BoldSign differ
AttributeAffinityBoldSign
Starting price$49/monthOn request
Pricing modelsubscriptionusage-based
CategoryCRM & SalesProductivity
Founded2013Unknown

Identical on both: free tier (No), platforms (Web), user rating (Not yet rated).

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
  • LinkedIn

Only in BoldSign

Nothing recorded that Affinity does not also cover.

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 BoldSign
  • Automatic capture of email and meeting activity into relationship recordsnot BoldSign
  • Finding warm introductions through existing relationship networksnot BoldSign
  • Investor relations and fundraising trackingnot BoldSign
  • Portfolio company support and reportingnot BoldSign

BoldSign

No use cases recorded yet. See the BoldSign review.

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Affinity

  • Built specifically for private capital firms, so it is not a general purpose CRM
  • Pricing is not published and requires a demo

BoldSign

  • Overage envelopes beyond the plan allowance are billed individually at $0.25 to $0.75 each depending on plan tier

Pricing, plan by plan

Affinity

$49/month
  • Pro$49/month
    • Contact management
    • Deal tracking
    • Intelligence
  • Enterprise$undefined/month
    • Everything in Pro
    • Advanced customization
    • Dedicated support

BoldSign

On request

No published plan breakdown. See the BoldSign review.

Which should you pick?

Choose Affinity if

  • You need contact management.
  • You also want deal tracking.
Affinity review

Choose BoldSign if

Nothing in the data separates BoldSign from Affinity on the points above - pick on price and on how each one feels to use.

BoldSign review

Questions people ask

Is Affinity or BoldSign better?
Neither clearly leads. Affinity starts at $49/month and BoldSign at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or BoldSign?
Affinity starts at $49/month and BoldSign at On request.
Does Affinity or BoldSign run on more platforms?
Both run on Web, so platform support will not decide this one for you.
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 BoldSign is typically brought in for.
What can Affinity do that BoldSign cannot?
Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping.
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