Softwr

CRM · head to head

Affinity vs Dubsado

Affinity logo

Affinity

CRM

Relationship intelligence platform for professionals

From
$2000/year
Rated
-
Full reviewWebsite
Dubsado logo

Dubsado

Proposals

Business management for creatives

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Dubsado 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; Dubsado automated workflows, scheduling and public proposals all require the Premier plan at $525 a year
  • They diverge on capability: Affinity covers Contact management, Dubsado covers Scheduler.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Affinity and Dubsado actually diverge.

Attributes where Affinity and Dubsado differ
AttributeAffinityDubsado
Starting price$2000/yearFree
Free tierNoYes
CategoryCRMProposals
Founded20132016

Identical on both: pricing model (subscription), 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
  • LinkedIn
  • Crunchbase

Only in Dubsado

  • Scheduler
  • CRM
  • Invoicing
  • Contracts
  • Automation workflows
  • Google Calendar
  • QuickBooks
  • Zapier

Both cover

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

Dubsado

  • Client management and project workflows for freelancers and studiosnot Affinity
  • Sending proposals, contracts and invoices with automated follow upnot 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

Dubsado

  • Automated workflows, scheduling and public proposals all require the Premier plan at $525 a year
  • The Starter plan allows a single lead capture form
  • Zapier and bookkeeping integrations are excluded from Starter
  • Additional brands are $10 a month each
  • Only 3 users are included, with 4 to 10 costing $25 a month and 21 to 30 costing $60

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

Dubsado

Free
  • Starter$335/year
    • Limited to 1 active lead capture form
    • Email integration
    • Unlimited projects & clients
  • Premier$525/year
    • Unlimited active lead capture forms
    • All Starter features
    • Bookkeeping integration

Which should you pick?

Choose Affinity if

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

Choose Dubsado if

  • You need scheduler.
  • You want to start without paying.
  • You also want crm.
Dubsado review

Questions people ask

Is Affinity or Dubsado better?
Neither clearly leads. Affinity starts at $2000/year and Dubsado at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or Dubsado?
Dubsado has a free tier; the other does not. Paid plans start at $2000/year for Affinity and Free for Dubsado.
Does Affinity or Dubsado run on more platforms?
Both run on Web, so platform support will not decide this one for you.
Can I use Dubsado for free?
Yes. Dubsado 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 Dubsado is typically brought in for.
What can Affinity do that Dubsado cannot?
Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping. Dubsado covers Scheduler, CRM, Invoicing, Contracts. Both handle Outlook, 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
Dubsado: Does Dubsado offer a free trial?

Yes, Dubsado offers a 21-day free trial with full access to the Premier plan. Annual billing saves 2 months of costs compared to monthly billing.

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
Dubsado: What is the cost of adding team users?

Dubsado includes 3 free team users. Additional team users cost $25/month for 4-10 users, $45/month for 11-20 users, $60/month for 21-30 users, and custom pricing for 30+ users.

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
Dubsado: Can you add multiple brands to Dubsado?

Yes, additional brands cost $10/month per brand beyond the included brand.

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 Dubsado

Keep looking

Other head to heads