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CRM · head to head

Affinity vs Document360

Affinity logo

Affinity

CRM

Relationship intelligence platform for professionals

From
$2000/year
Free plan
No
Document360 logo

Document360

Customer Support

Self-service knowledge base software for product documentation

From
On request
Free plan
No

The short version

  • Each has a real cost: Affinity enterprise tier requires custom quote, pricing not transparent; Document360 no published flat-rate pricing makes it hard to compare costs upfront against competitors.
  • They diverge on capability: Affinity covers Contact management, Document360 covers Category Manager.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Affinity and Document360 actually diverge.

Attributes where Affinity and Document360 differ
AttributeAffinityDocument360
Starting price$2000/yearOn request
Pricing modelsubscriptionquote
CategoryCRMCustomer Support
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 Document360

  • Category Manager
  • Eddy AI
  • Article Revision History
  • SSO & Role-Based Access
  • Analytics
  • Multi-language Support
  • API Documentation Tools

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 Document360
  • Automatic capture of email and meeting activity into relationship recordsnot Document360
  • Finding warm introductions through existing relationship networksnot Document360
  • Investor relations and fundraising trackingnot Document360
  • Portfolio company support and reportingnot Document360

Document360

  • Product and API documentationnot Affinity
  • Internal knowledge managementnot Affinity
  • Customer self-service supportnot Affinity
  • Multi-language documentation portalsnot 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

Document360

  • No published flat-rate pricing makes it hard to compare costs upfront against competitors.
  • Requires a sales quote process rather than instant self-service signup for paid plans.
  • Advanced AI features are usage-metered and may require additional purchases.
  • Smaller teams may find the enterprise-oriented feature set more complex than needed.

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

Document360

On request
  • Custom$undefined/month
    • Team accounts
    • Workspaces
    • Languages

Which should you pick?

Choose Affinity if

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

Choose Document360 if

  • You need category manager.
  • You work on web.
  • You also want eddy ai.

Questions people ask

Is Affinity or Document360 better?
Neither clearly leads. Affinity starts at $2000/year and Document360 at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or Document360?
Affinity starts at $2000/year and Document360 at On request.
Does Affinity or Document360 run on more platforms?
Affinity runs on Web. Document360 runs on web.
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 Document360 is typically brought in for.
What can Affinity do that Document360 cannot?
Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping. Document360 covers Category Manager, Eddy AI, Article Revision History, SSO & Role-Based Access.

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
Document360: How is Document360 pricing determined?

Pricing is customized rather than tiered flat-rate, based on team accounts, workspaces, languages, SSO/security needs, knowledge base privacy model, and AI Suite usage.

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
Document360: Is there a free trial?

Yes, Document360 offers a 14-day free trial with full feature access and no credit card required.

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
Document360: What compliance and security features are included?

All plans include SOC 2 Type II compliance, SSL encryption, and security features such as roles, permissions, and SSO.

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
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