Softwr

CRM & Sales · head to head

Affinity vs Pleo

Affinity logo

Affinity

CRM & Sales

Relationship intelligence platform for professionals

From
$49/month
Rated
-
Full reviewWebsite
Pleo logo

Pleo

Accounting & Finance

Smart company cards for forward-thinking teams

From
£9.5/month
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; Pleo card delays and transaction limits impact usability, with limited regional acceptance in some areas
  • They diverge on capability: Affinity covers Contact management, Pleo covers Company cards.

Where they differ

Only the attributes on which Affinity and Pleo actually diverge.

Attributes where Affinity and Pleo differ
AttributeAffinityPleo
Starting price$49/month£9.5/month
Pricing modelsubscriptionUnknown
PlatformsWebiOS, Android, Web
CategoryCRM & SalesAccounting & Finance
Founded20132015

Identical on both: free tier (No), 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 Pleo

  • Company cards
  • Receipt capture
  • Expense categorization
  • Spend limits
  • Accounting sync
  • Xero
  • QuickBooks
  • Sage

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

Pleo

  • Employee expensesnot Affinity
  • Spending autonomynot Affinity
  • Expense automationnot 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

Pleo

  • Card delays and transaction limits impact usability, with limited regional acceptance in some areas
  • Receipt capture OCR inaccuracies and upload lag/glitches complicate expense categorization
  • Limited expense categories and tags reduce flexibility for complex accounting structures
  • Transaction approval workflows have minimal customization options
  • Lacks in-built forecasting tools and reporting is basic, providing limited insights into trends

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

Pleo

£9.5/month
  • Starter$9.5/month
    • Company cards
    • Real-time expense tracking
    • Automated reports
  • Essential$39/month
    • Reimbursements
    • Mileage and per diem
    • Vendor cards
  • Advanced$89/month
    • Cashback
    • Budgets
    • Multi-entity management
  • Beyond$179/month
    • Spending insights
    • Sub-wallets
    • Dedicated success manager

Which should you pick?

Choose Affinity if

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

Choose Pleo if

  • You need company cards.
  • You work on iOS, Android, Web.
  • You also want receipt capture.
Pleo review

Questions people ask

Is Affinity or Pleo better?
Neither clearly leads. Affinity starts at $49/month and Pleo at £9.5/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or Pleo?
Affinity starts at $49/month and Pleo at £9.5/month.
Does Affinity or Pleo run on more platforms?
Affinity runs on Web. Pleo runs on iOS, Android, 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 Pleo is typically brought in for.
What can Affinity do that Pleo cannot?
Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping. Pleo covers Company cards, Receipt capture, Expense categorization, Spend limits. Both handle Web support.

Answered from the vendors’ own pages

Pleo: What are Pleo's pricing tiers?

Pleo offers four pricing tiers: Starter (GBP 9.50/month), Essential (GBP 39.00/month), Advanced (GBP 89.00/month), and Beyond (GBP 179.00/month). Annual billing provides equivalent of two free months.

Source
Pleo: Does Pleo have a free tier?

No, Pleo does not offer a free tier or permanent free plan. All plans require payment with a free trial available for evaluation.

Source
Pleo: What integrations does Pleo support for accounting?

Pleo integrates directly with Xero and QuickBooks, plus Sage 200, Sage 50, Microsoft Dynamics 365 Business Central, Datev, and Visma e-conomic. Zapier integrations are also available.

Source
Pleo: What platforms can access Pleo?

Pleo is accessible via iOS and Android mobile apps, and through a web interface. Physical and virtual cards are issued for spending.

Source
Pleo: Does Pleo support multiple currencies?

Yes, Pleo supports multi-currency spending and transactions. The platform is particularly strong for European teams with local payment methods.

Source
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