Softwr

CRM · head to head

Affinity vs Customerly

Affinity logo

Affinity

CRM

Relationship intelligence platform for professionals

From
$2000/year
Free plan
No
Full reviewWebsite
Customerly logo

Customerly

Customer Support

Customer service suite with live chat and automation

From
Free
Free plan
Yes
Full reviewWebsite

The short version

  • Only Customerly has a free tier, so it costs nothing to try first.
  • Each has a real cost: Affinity enterprise tier requires custom quote, pricing not transparent; Customerly usage-based pricing of 0.50 EUR per conversation can become expensive at scale
  • They diverge on capability: Affinity covers Contact management, Customerly covers Live chat.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Affinity and Customerly actually diverge.

Attributes where Affinity and Customerly differ
AttributeAffinityCustomerly
Starting price$2000/yearFree
Free tierNoYes
PlatformsWebWeb, Ios, Android
CategoryCRMCustomer Support
Founded20132015

Identical on both: pricing model (subscription), 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 Customerly

  • Live chat
  • Email marketing
  • Customer surveys
  • Help center
  • Automation
  • Video chat
  • Slack
  • WordPress

Both cover

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

Customerly

  • Customer supportnot Affinity
  • Lead generationnot Affinity
  • Email marketingnot Affinity
  • Customer feedbacknot 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

Customerly

  • Usage-based pricing of 0.50 EUR per conversation can become expensive at scale
  • Limited to 11-50 employees according to company size metrics

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

Customerly

Free
  • FreeFree
    • 2 teammates
    • Live chat
    • Basic surveys
  • Essential$9/month
    • Unlimited chat
    • Help center
    • Automation
  • Startup$29/month
    • Video chat
    • Funnels
    • Priority support
  • Pro$79/month
    • White label
    • Advanced analytics
    • API access

Which should you pick?

Choose Affinity if

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

Choose Customerly if

  • You need live chat.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want email marketing.
Customerly review

Questions people ask

Is Affinity or Customerly better?
Neither clearly leads. Affinity starts at $2000/year and Customerly at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or Customerly?
Customerly has a free tier; the other does not. Paid plans start at $2000/year for Affinity and Free for Customerly.
Does Affinity or Customerly run on more platforms?
Affinity runs on Web. Customerly runs on Web, Ios, Android.
Can I use Customerly for free?
Yes. Customerly has a free tier, so you can try it without paying. Affinity starts at $2000/year.
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 Customerly is typically brought in for.
What can Affinity do that Customerly cannot?
Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping. Customerly covers Live chat, Email marketing, Customer surveys, Help center. Both handle GDPR, Web support.

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.

Source
Customerly: Where is Customerly's data stored?

All data is stored exclusively in the EU, providing GDPR compliance and data residency in European servers.

Source
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.

Source
Customerly: What messaging channels does Customerly support?

Customerly integrates live chat, email, WhatsApp, Facebook Messenger, Instagram DMs, and mobile apps into a single unified inbox for managing customer conversations.

Source
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.

Source
Customerly: How much of customer support can Customerly automate?

Customerly's AI assistant (Aura) handles up to 60 percent of customer conversations automatically, with the platform designed to handle 71 percent of support volume through automation.

Source
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.

Source
Share

Related pages

More on Affinity

More on Customerly

Keep looking

Other head to heads