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CRM & Sales · head to head

Affinity vs Tana

Affinity logo

Affinity

CRM & Sales

Relationship intelligence platform for professionals

From
$49/month
Rated
-
Full reviewWebsite
Tana logo

Tana

Productivity

The everything app for your personal workspace

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Tana 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; Tana the free plan hosts only 5 meetings a month with AI transcripts and summaries
  • They diverge on capability: Affinity covers Contact management, Tana covers Outliner interface.

Where they differ

Only the attributes on which Affinity and Tana actually diverge.

Attributes where Affinity and Tana differ
AttributeAffinityTana
Starting price$49/monthFree
Pricing modelsubscriptionfreemium
Free tierNoYes
PlatformsWebWeb, Desktop
CategoryCRM & SalesProductivity
Founded20132020

Identical on both: 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 Tana

  • Outliner interface
  • Supertags
  • Live queries
  • AI integration
  • Graph views
  • Email capture
  • API
  • Zapier

Both cover

  • Cloud deployment
  • Web support
  • English language 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 Tana
  • Automatic capture of email and meeting activity into relationship recordsnot Tana
  • Finding warm introductions through existing relationship networksnot Tana
  • Investor relations and fundraising trackingnot Tana
  • Portfolio company support and reportingnot Tana

Tana

  • Structured note taking with a graph based supertag data modelnot Affinity
  • Automatic meeting capture with AI transcripts and summariesnot Affinity
  • Turning notes into queryable structured databasesnot 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

Tana

  • The free plan hosts only 5 meetings a month with AI transcripts and summaries
  • The free plan connects only 1 calendar and allows 50 AI queries
  • Pro is $30 per user per month at standard price, with $20 shown as an early bird rate
  • Max is $120 per user per month at standard price, with $80 shown as an early bird rate
  • Integrations and full MCP require the Pro plan
  • Dedicated support and onboarding, and unlimited agents, skills and types, require the Max plan
  • The Business plan is custom priced, billed yearly and has no published rate
  • The free trial runs 30 days

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

Tana

Free
  • FreeFree
    • Core features
    • Supertags
    • Searches
  • Pro$10/month
    • Advanced AI
    • Priority support
    • Extended history

Which should you pick?

Choose Affinity if

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

Choose Tana if

  • You need outliner interface.
  • You want to start without paying.
  • You work on Web, Desktop.
  • You also want supertags.
Tana review

Questions people ask

Is Affinity or Tana better?
Neither clearly leads. Affinity starts at $49/month and Tana at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Affinity or Tana?
Tana has a free tier; the other does not. Paid plans start at $49/month for Affinity and Free for Tana.
Does Affinity or Tana run on more platforms?
Affinity runs on Web. Tana runs on Web, Desktop.
Can I use Tana for free?
Yes. Tana 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 Tana is typically brought in for.
What can Affinity do that Tana cannot?
Affinity covers Contact management, Deal tracking, Intelligence engine, Relationship mapping. Tana covers Outliner interface, Supertags, Live queries, AI integration. Both handle Cloud deployment, Web support, English language support.
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