Software · head to head
Insightly vs Affinity
Affinity
Software
Relationship intelligence platform for professionals
- From
- $49/month
- Rated
- -
The short version
- Only Insightly has a free tier, so it costs nothing to try first.
- Each has a real cost: Insightly record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier; Affinity built specifically for private capital firms, so it is not a general purpose CRM
- They diverge on capability: Insightly covers Project management, Affinity covers Intelligence engine.
Where they differ
Only the attributes on which Insightly and Affinity actually diverge.
Identical on both: pricing model (subscription), 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 Insightly
- Project management
- Task management
- Email integration
- Reporting
- Mobile app
- Mailchimp
- Slack
- Zapier
Only in Affinity
- Intelligence engine
- Relationship mapping
- Integration aggregation
- Gmail
- Outlook
- Crunchbase
- English language support
Both cover
- Contact management
- Deal tracking
- SOC2
- GDPR
- Cloud deployment
- Web support
What people use each for
The jobs each tool is most often brought in to do.
Insightly
- CRM with project delivery tracking after the salenot Affinity
- Managing leads, opportunities and customer projects in one record setnot Affinity
Affinity
- Deal sourcing and pipeline management for venture capital and private equitynot Insightly
- Automatic capture of email and meeting activity into relationship recordsnot Insightly
- Finding warm introductions through existing relationship networksnot Insightly
- Investor relations and fundraising trackingnot Insightly
- Portfolio company support and reportingnot Insightly
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Insightly
- Record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
- Workflow automation requires the Professional plan at $49 per user per month
- AI Copilot is metered by query, at 75 on Plus and 100 on Professional
- Mass email is capped daily, at 2,500 on Plus and 10,000 on Enterprise
- CRM, Marketing and Service are sold as three separate products, and Marketing is priced per account by prospect count starting at $99 for 2,000
- Sandboxes and audit logging are Enterprise only at $99 per user per month
Affinity
- Built specifically for private capital firms, so it is not a general purpose CRM
- Pricing is not published and requires a demo
Pricing, plan by plan
Insightly
Free- FreeFree
- Up to 2 users
- Contact management
- Plus$29/month
- Everything in Free
- CRM features
- Project management
- Professional$59/month
- Everything in Plus
- Advanced reporting
- Custom fields
Affinity
$49/month- Pro$49/month
- Contact management
- Deal tracking
- Intelligence
- Enterprise$undefined/month
- Everything in Pro
- Advanced customization
- Dedicated support
Which should you pick?
Choose Insightly if
- You need project management.
- You want to start without paying.
- You work on Web, Ios, Android.
- You also want task management.
Questions people ask
- Is Insightly or Affinity better?
- Neither clearly leads. Insightly starts at Free and Affinity at $49/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Insightly or Affinity?
- Insightly has a free tier; the other does not. Paid plans start at Free for Insightly and $49/month for Affinity.
- Does Insightly or Affinity run on more platforms?
- Insightly runs on Web, Ios, Android. Affinity runs on Web.
- Can I use Insightly for free?
- Yes. Insightly has a free tier, so you can try it without paying. Affinity starts at $49/month.
- What is Insightly best used for?
- Insightly is most often used for crm with project delivery tracking after the sale, managing leads, opportunities and customer projects in one record set. Of those, crm with project delivery tracking after the sale and managing leads, opportunities and customer projects in one record set are not what Affinity is typically brought in for.
- What can Insightly do that Affinity cannot?
- Insightly covers Project management, Task management, Email integration, Reporting. Affinity covers Intelligence engine, Relationship mapping, Integration aggregation, Gmail. Both handle Contact management, Deal tracking, SOC2, GDPR.