CRM & Sales · head to head
Affinity vs Proposify

Affinity
CRM & Sales
Relationship intelligence platform for professionals
- 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.
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
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?
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.
Related pages
Other head to heads
- Affinity vs Outreach
- Affinity vs Gong
- Affinity vs Seismic
- Affinity vs Pipedrive
- Affinity vs HubSpot
- Affinity vs Salesforce
- Affinity vs Bitrix24
- Affinity vs Capsule
- Affinity vs Clari
- Affinity vs Freshsales
- Affinity vs Streak
- Affinity vs Zoho CRM
- Affinity vs Agile CRM
- Affinity vs Apollo.io
- Affinity vs Capsule CRM
- Affinity vs Clay
- Affinity vs Clearbit
- Affinity vs Cloze
- Affinity vs Allego
- Affinity vs Highspot
- Affinity vs Salesloft
- Affinity vs PandaDoc
- Affinity vs Bigtincan
- Affinity vs Brainshark
- Affinity vs DealHub
- Affinity vs DocuSign
- Affinity vs Qwilr
- Affinity vs Showpad
- Affinity vs ZoomInfo
- Affinity vs DocuSign CLM
- Affinity vs Gainsight
- Affinity vs Mindtickle
- Affinity vs People.ai
- Affinity vs Salesforce Commerce Cloud
- Affinity vs Webex
- Proposify vs Outreach
- Proposify vs Gong
- Proposify vs Seismic
- Proposify vs Pipedrive
- Proposify vs HubSpot
- Proposify vs Salesforce
- Proposify vs Bitrix24
- Proposify vs Capsule
- Proposify vs Clari
- Proposify vs Freshsales
- Proposify vs Streak
- Proposify vs Zoho CRM
- Proposify vs Agile CRM
- Proposify vs Apollo.io
- Proposify vs Capsule CRM
- Proposify vs Clay
- Proposify vs Clearbit
- Proposify vs Cloze
- Proposify vs Allego
- Proposify vs Highspot
- Proposify vs Salesloft
- Proposify vs PandaDoc
- Proposify vs Bigtincan
- Proposify vs Brainshark
- Proposify vs DealHub
- Proposify vs DocuSign
- Proposify vs Qwilr
- Proposify vs Showpad
- Proposify vs ZoomInfo
- Proposify vs DocuSign CLM
- Proposify vs Gainsight
- Proposify vs Mindtickle
- Proposify vs People.ai
- Proposify vs Salesforce Commerce Cloud
- Proposify vs Webex

