Softwr

CRM & Sales · head to head

Affinity vs Proposify

Affinity logo

Affinity

CRM & Sales

Relationship intelligence platform for professionals

From
$49/month
Rated
-
Proposify logo

Proposify

Sales Enablement

Proposal Software That Closes Deals

From
$49/month
Rated
-

The short version

  • Each has a real cost: Affinity built specifically for private capital firms, so it is not a general purpose CRM; Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • They diverge on capability: Affinity covers Contact management, Proposify covers Proposal templates.

Where they differ

Only the attributes on which Affinity and Proposify actually diverge.

Attributes where Affinity and Proposify differ
AttributeAffinityProposify
CategoryCRM & SalesSales Enablement

Identical on both: starting price ($49/month), pricing model (subscription), free tier (No), platforms (Web), user rating (Not yet rated), founded (2013).

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 Proposify

  • Proposal templates
  • Content library
  • Electronic signatures
  • Analytics
  • Interactive pricing
  • Salesforce
  • HubSpot
  • Pipedrive

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

Proposify

  • Creating and sending sales proposals with e signaturenot Affinity
  • Tracking proposal engagement and approval workflowsnot 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

Proposify

  • Document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • The Business plan's overage rate of $0.75 per send is higher than either cheaper plan despite starting at $3,900 a year
  • Document analytics, integrations and custom fields all require the Team plan at $49 per user per month
  • API access and SSO are Business only
  • The Basic plan includes a single collaborator seat

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

Proposify

$49/month
  • Team$49/month
    • Unlimited proposals
    • Templates
    • Analytics
  • Business$65/month
    • Roles & permissions
    • Custom branding
    • Integrations

Which should you pick?

Choose Affinity if

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

Choose Proposify if

  • You need proposal templates.
  • You also want content library.

Questions people ask

Is Affinity or Proposify better?
Neither clearly leads. Affinity starts at $49/month and Proposify at $49/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or Proposify?
Affinity starts at $49/month and Proposify at $49/month.
Does Affinity or Proposify 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 Proposify is typically brought in for.
What can Affinity do that Proposify cannot?
Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping. Proposify covers Proposal templates, Content library, Electronic signatures, Analytics. Both handle Web support.

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