Softwr

Software · head to head

Affinity vs Planhat

Affinity logo

Affinity

Software

Relationship intelligence platform for professionals

From
$49/month
Rated
-
Full reviewWebsite
Planhat logo

Planhat

Software

The Beautiful Customer Platform

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Affinity built specifically for private capital firms, so it is not a general purpose CRM; Planhat implementation demands data-modeling expertise and dedicated technical administration
  • They diverge on capability: Affinity covers Contact management, Planhat covers Customer portals.

Where they differ

Only the attributes on which Affinity and Planhat actually diverge.

Attributes where Affinity and Planhat differ
AttributeAffinityPlanhat
Starting price$49/monthOn request
Pricing modelsubscriptionUnknown
Founded20132015

Identical on both: free tier (No), platforms (Web), 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

  • Contact management
  • Deal tracking
  • Intelligence engine
  • Relationship mapping
  • Integration aggregation
  • Gmail
  • Outlook
  • LinkedIn

Only in Planhat

  • Customer portals
  • Revenue analytics
  • Health scores
  • Playbooks
  • Usage tracking
  • Salesforce
  • HubSpot
  • Segment

Both cover

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

Planhat

  • Customer Successnot Affinity
  • Customer Portalsnot Affinity
  • Data Managementnot 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

Planhat

  • Implementation demands data-modeling expertise and dedicated technical administration
  • Zero pricing transparency requiring direct sales engagement for quotes
  • Integration and data synchronization complexity requiring developer involvement
  • Users report data inaccuracies affecting platform reliability

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

Planhat

On request
  • Start-Up$1150/month
    • Customer 360
    • Health scores
    • Basic playbooks
  • Professional$1750/month
    • All Start-Up features
    • Advanced playbooks
    • Renewal forecasting
  • Enterprise$custom/mo
    • All Professional features
    • Advanced analytics
    • Dedicated support

Which should you pick?

Choose Affinity if

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

Choose Planhat if

  • You need customer portals.
  • You also want revenue analytics.
Planhat review

Questions people ask

Is Affinity or Planhat better?
Neither clearly leads. Affinity starts at $49/month and Planhat at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or Planhat?
Affinity starts at $49/month and Planhat at On request.
Does Affinity or Planhat run on more platforms?
Both run on Web, so platform support will not decide this one for you.
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 Planhat is typically brought in for.
What can Affinity do that Planhat cannot?
Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping. Planhat covers Customer portals, Revenue analytics, Health scores, Playbooks. Both handle Web support.

Answered from the vendors’ own pages

Planhat: What is Planhat's pricing model?

Planhat uses custom, quote-based pricing with no published rates. Start-Up plans estimated at $1,150/month, Professional around $1,750/month ($25K-$45K/year for mid-market), and Enterprise from $50K-$100K+/year. All plans include unlimited users.

Source
Planhat: Does Planhat include unlimited users?

Yes. All Planhat plans include unlimited users, so scaling the platform across the organization does not increase per-seat costs.

Source
Planhat: What integrations does Planhat support?

Planhat offers a full REST API and webhooks for read/write access, enabling advanced integrations with CRMs, data warehouses, and other systems. However, integration complexity requires developer involvement.

Source
Planhat: How long does Planhat take to implement?

Planhat requires significant implementation time due to data modeling and configuration depth. The platform demands dedicated technical administration and planning expertise.

Source
Planhat: What customer success features does Planhat provide?

Planhat includes Customer 360 profiles, customizable health scores, playbooks and automations, renewal forecasting, expansion tracking, and flexible data modeling for complex customer lifecycles.

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Related pages

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