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CRM · head to head

Affinity vs Insightly

Affinity logo

Affinity

CRM

Relationship intelligence platform for professionals

From
$2000/year
Rated
-
Full reviewWebsite
Insightly logo

Insightly

CRM

CRM & project management for any business

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Insightly 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; Insightly record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • They diverge on capability: Affinity covers Intelligence engine, Insightly covers Project management.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Affinity and Insightly actually diverge.

Attributes where Affinity and Insightly differ
AttributeAffinityInsightly
Starting price$2000/yearFree
Free tierNoYes
PlatformsWebWeb, Ios, Android
Founded20132010

Identical on both: pricing model (subscription), user rating (Not yet rated), category (CRM).

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

  • Intelligence engine
  • Relationship mapping
  • Integration aggregation
  • Gmail
  • Outlook
  • LinkedIn
  • Crunchbase
  • English language support

Only in Insightly

  • Project management
  • Task management
  • Email integration
  • Reporting
  • Mobile app
  • Mailchimp
  • Slack
  • Zapier

Both cover

  • Contact management
  • Deal tracking
  • SOC2
  • GDPR
  • Cloud deployment
  • 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 Insightly
  • Automatic capture of email and meeting activity into relationship recordsnot Insightly
  • Finding warm introductions through existing relationship networksnot Insightly
  • Investor relations and fundraising trackingnot Insightly
  • Portfolio company support and reportingnot Insightly

Insightly

  • CRM with project delivery tracking after the salenot Affinity
  • Managing leads, opportunities and customer projects in one record setnot 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

Insightly

  • Record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • Workflow automation requires the Professional plan at $49 per user per month
  • AI Copilot is metered by query, at 75 on Plus and 100 on Professional
  • Mass email is capped daily, at 2,500 on Plus and 10,000 on Enterprise
  • CRM, Marketing and Service are sold as three separate products, and Marketing is priced per account by prospect count starting at $99 for 2,000
  • Sandboxes and audit logging are Enterprise only at $99 per user per month

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

Insightly

Free
  • CRM Plus$29/user/month
    • lead and contact management
    • project management
    • advanced reports
  • CRM Professional$49/user/month
    • all Plus features
    • lead assignment/routing
    • workflow automation
  • CRM Enterprise$99/user/month
    • all Professional features
    • sandboxes
    • products/pricebooks/quotes

Which should you pick?

Choose Affinity if

  • You need intelligence engine.
  • You also want relationship mapping.
Affinity review

Choose Insightly if

  • You need project management.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want task management.
Insightly review

Questions people ask

Is Affinity or Insightly better?
Neither clearly leads. Affinity starts at $2000/year and Insightly at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or Insightly?
Insightly has a free tier; the other does not. Paid plans start at $2000/year for Affinity and Free for Insightly.
Does Affinity or Insightly run on more platforms?
Affinity runs on Web. Insightly runs on Web, Ios, Android.
Can I use Insightly for free?
Yes. Insightly 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 Insightly is typically brought in for.
What can Affinity do that Insightly cannot?
Affinity covers Intelligence engine, Relationship mapping, Integration aggregation, Gmail. Insightly covers Project management, Task management, Email integration, Reporting. Both handle Contact management, Deal tracking, SOC2, GDPR.

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
Insightly: How much does Insightly CRM cost?

Insightly CRM plans are priced per user per month when billed annually: Plus at $29, Professional at $49 (the most popular option), and Enterprise at $99. All plans include a 14-day free trial that requires no credit card.

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
Insightly: Is there a free trial for Insightly?

Yes, Insightly offers a 14-day free trial across most products with no credit card required, allowing you to test CRM, Marketing Automation, Support & Ticketing, and AppConnect features.

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
Insightly: What record storage limits apply to Insightly CRM plans?

Insightly CRM Plus includes 100,000 records, Professional includes 250,000 records, and Enterprise includes 500,000 records. File storage increases from 10 GB on Plus to 100 GB on Professional and 250 GB on Enterprise.

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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