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Software · head to head

Affinity vs Insightly

Affinity logo

Affinity

Software

Relationship intelligence platform for professionals

From
$49/month
Rated
-
Full reviewWebsite
Insightly logo

Insightly

Software

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 built specifically for private capital firms, so it is not a general purpose CRM; 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.

Where they differ

Only the attributes on which Affinity and Insightly actually diverge.

Attributes where Affinity and Insightly differ
AttributeAffinityInsightly
Starting price$49/monthFree
Free tierNoYes
PlatformsWebWeb, Ios, Android
Founded20132010

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

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

  • Built specifically for private capital firms, so it is not a general purpose CRM
  • Pricing is not published and requires a demo

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

$49/month
  • Pro$49/month
    • Contact management
    • Deal tracking
    • Intelligence
  • Enterprise$undefined/month
    • Everything in Pro
    • Advanced customization
    • Dedicated support

Insightly

Free
  • FreeFree
    • Up to 2 users
    • Contact management
  • Plus$29/month
    • Everything in Free
    • CRM features
    • Project management
  • Professional$59/month
    • Everything in Plus
    • Advanced reporting
    • Custom fields

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 $49/month 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 $49/month 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 $49/month.
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.
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Related pages

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