Softwr

CRM & Sales · head to head

Affinity vs ClientPoint

Affinity logo

Affinity

CRM & Sales

Relationship intelligence platform for professionals

From
$49/month
Rated
-
ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-

The short version

  • Each has a real cost: Affinity built specifically for private capital firms, so it is not a general purpose CRM; ClientPoint pricing page shows no plan tiers or figures; every path leads to Talk with Someone Now or Schedule Demo, so price is available only by contacting sales
  • They diverge on capability: Affinity covers Contact management, ClientPoint covers Multimedia proposals.

Where they differ

Only the attributes on which Affinity and ClientPoint actually diverge.

Attributes where Affinity and ClientPoint differ
AttributeAffinityClientPoint
Starting price$49/month$65/month
CategoryCRM & SalesCustomer Success
Founded20132009

Identical on both: pricing model (subscription), 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 ClientPoint

  • Multimedia proposals
  • Video embedding
  • E-signatures
  • Analytics
  • Team collaboration
  • Salesforce
  • HubSpot
  • Microsoft Dynamics

Both cover

  • Web support

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

ClientPoint

  • Sales teams building AI-assisted proposal and sales room content who are prepared to go through a sales call for pricingnot Affinity

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

ClientPoint

  • Pricing page shows no plan tiers or figures; every path leads to Talk with Someone Now or Schedule Demo, so price is available only by contacting sales

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

ClientPoint

$65/month
  • Professional$65/month
    • Multimedia proposals
    • Templates
    • Analytics
  • Enterprise$125/month
    • Custom branding
    • Advanced analytics
    • API

Which should you pick?

Choose Affinity if

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

Choose ClientPoint if

  • You need multimedia proposals.
  • You also want video embedding.

Questions people ask

Is Affinity or ClientPoint better?
Neither clearly leads. Affinity starts at $49/month and ClientPoint at $65/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or ClientPoint?
Affinity starts at $49/month and ClientPoint at $65/month.
Does Affinity or ClientPoint 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 ClientPoint is typically brought in for.
What can Affinity do that ClientPoint cannot?
Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping. ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Both handle Web support.

Related pages

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