Softwr

CRM & Sales · head to head

Affinity vs ClientSuccess

Affinity logo

Affinity

CRM & Sales

Relationship intelligence platform for professionals

From
$49/month
Rated
-
ClientSuccess logo

ClientSuccess

Customer Success

Customer Success Management Made Simple

From
$99/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; ClientSuccess setup and configuration requires significant implementation effort
  • They diverge on capability: Affinity covers Contact management, ClientSuccess covers Health scores.

Where they differ

Only the attributes on which Affinity and ClientSuccess actually diverge.

Attributes where Affinity and ClientSuccess differ
AttributeAffinityClientSuccess
Starting price$49/month$99/month
CategoryCRM & SalesCustomer Success
Founded20132014

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 ClientSuccess

  • Health scores
  • Customer lifecycle management
  • Success cycles
  • Pulse surveys
  • Executive dashboards
  • Salesforce
  • HubSpot
  • Slack

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

ClientSuccess

  • Customer Successnot Affinity
  • Account Managementnot Affinity
  • Retentionnot 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

ClientSuccess

  • Setup and configuration requires significant implementation effort
  • Custom metrics setup requires some technical knowledge

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

ClientSuccess

$99/month
  • Startup$99/month
    • Basic health scores
    • Customer profiles
  • Growth$199/month
    • Playbooks
    • Automation
    • Reporting

Which should you pick?

Choose Affinity if

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

Choose ClientSuccess if

  • You need health scores.
  • You also want customer lifecycle management.

Questions people ask

Is Affinity or ClientSuccess better?
Neither clearly leads. Affinity starts at $49/month and ClientSuccess at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or ClientSuccess?
Affinity starts at $49/month and ClientSuccess at $99/month.
Does Affinity or ClientSuccess 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 ClientSuccess is typically brought in for.
What can Affinity do that ClientSuccess cannot?
Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping. ClientSuccess covers Health scores, Customer lifecycle management, Success cycles, Pulse surveys. Both handle Web support.

Answered from the vendors’ own pages

ClientSuccess: What integrations does ClientSuccess support?

ClientSuccess offers 28+ native integrations including Salesforce, HubSpot, Pendo, Mixpanel, Amplitude, Zendesk, Intercom, Freshdesk, billing systems, Gmail, Outlook, Slack, and Microsoft Teams.

Source
ClientSuccess: What features does ClientSuccess provide?

ClientSuccess provides SuccessScore health scoring, Pulse sentiment tracking, SuccessCycles lifecycle playbooks, renewal and revenue management, a 360-degree customer dashboard, and SmartCS AI co-pilot for surfacing insights.

Source
ClientSuccess: Who is ClientSuccess designed for?

ClientSuccess is designed for SaaS companies between $5M and $500M ARR. It offers the highest-rated customer success platform for mid-market companies without enterprise-level pricing.

Source

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