--- title: Affinity Reviews meta\_title: 'Affinity Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 72 reviews by the users' company size, role or industry to find out how Affinity works for a business like yours. aggregate\_rating: rating\_value: 4.4 review\_count: 72 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- ## Top-Rated Alternatives [ ![DealCloud](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DealCloud") DealCloud 4.2/5(41) ](https://www.g2.com/products/dealcloud/reviews) [ ![Maximizer](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maximizer") Maximizer 4/5(672) ](https://www.g2.com/products/maximizer/reviews) [ ![Capsule CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Capsule CRM") Capsule CRM 4.7/5(513) ](https://www.g2.com/products/capsule-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/affinity/competitors/alternatives) # Affinity Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Affinity but has limited features. Are you part of the Affinity team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. Ascend, Affinity’s agent platform, handles the procedural work at every deal stage so teams can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage. Powered by 31B+ interactions and 130B+ relationships, Affinity helps firms uncover opportunities sooner, move with greater conviction, and build an intelligence layer that compounds over time. * * * Seller [Affinity](https://www.g2.com/sellers/affinity) Discussions [Affinity Community](https://www.g2.com/products/affinity/discuss) Languages Supported English Solution Type All-in-One Show More ## Typical Contract Price Pricing provided by BetterCloud and others. $$k - $$k Per Year [Log in to unlock pricing](/auth/linkedin?return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faffinity%2Freviews) ## User Insights Average based on 72 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Year [Log in to unlock pricing and user insights](/login) ## Affinity Integrations (2) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Chrome Enterprise ](https://www.g2.com/products/chrome-enterprise/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Workspace ](https://www.g2.com/products/google-workspace/reviews) Show More ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") AV Verified User in Venture Capital & Private Equity Small-Business (50 or fewer emp.) 10/23/2025 "Not meant for emerging managers: high costs and outdated collaboration make it not worth it" 0.5/5 What do you like best about Affinity? Easy ingestion of our emails and creation of entities Review collected by and hosted on G2.com. What do you dislike about Affinity? Extremely high cost relative to the feature set. Many of the forced "premium features" are commoditized and not with the investment. Very expensive to scale with your team. Document management is poor and does not connect to any normal document management system. Note taking is static and stuck 10 years ago so you cannot collaborate in real time. Customer support team is ok at response time, but pretty inflexible in how they support feature requests and customer service. Very rigid service terms and not able to modify their terms to meet the needs of an emerging manger. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Aggregating emails across team members. Deal pipeline management. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") EF Verified User in Financial Services Small-Business (50 or fewer emp.) 9/30/2024 "Terrible CRM; better off going w/ Streak or Hubspot" 0/5 What do you like best about Affinity? Candidly, it wasn't very useful, compounded by the price point. Review collected by and hosted on G2.com. What do you dislike about Affinity? NOT customer friendly, ginormous pain in Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Definitely did NOT solve anything, very weak source of truth Review collected by and hosted on G2.com. Show More 10/3/2024 Current UserValidated ReviewerSource: Organic ![Trevor H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Trevor H.") TH Trevor H. Revenue Operations Strategist Small-Business (50 or fewer emp.) 3/10/2022 "A nightmare for any admin" 0/5 What do you like best about Affinity? The part that I like best, which is also the biggest issue with this system, is that any and every stage, field and contact can be personalised. This falls into the issue of non standardisation. Review collected by and hosted on G2.com. What do you dislike about Affinity? EVERYTHING can be inputted as a free text option and sales teams often have free reign in filling fields. This makes it absolutely impossible to generate any substantial reporting, let alone have normalised data void of simple spelling errors. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? When starting at ground zero for deal management and crm this an option, but not a good option. This issue could be minimised if affinity put the investment required of a crm for integrations and other system syncs. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 6/8/2020 "Great idea, lots of problems" 1/5 What do you like best about Affinity? Being able to see co-worker's relationship contexts, data from clearbit for free, auto-logging of comms, nice customer support rep/people Review collected by and hosted on G2.com. What do you dislike about Affinity? Have used it for many years and there's been little improvement, consistently horrible UX that gets worse over time, poor data quality and errors often produced. Review collected by and hosted on G2.com. Recommendations to others considering Affinity: Check out Salesforce Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Tracking relations with people, creating lists of people Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/affinity/pricing) ## How much does Affinity cost? Data powered by [BetterCloud](https://www.bettercloud.com). Estimated Price ### $$k - $$k Per Year Based on data from 4 purchases. Get Price Estimate Affinity Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub 4.4/5(13,907) [ Compare Now ](https://www.g2.com/compare/affinity-vs-hubspot-sales-hub) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_11df00d92568ecc89d4d15e072df8cc6/pipedrive.png "Product Avatar Image") Pipedrive 4.3/5(3,105) [ Compare Now ](https://www.g2.com/compare/affinity-vs-pipedrive) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_bdcfd8d51cd8649858fe4b6effba359c/dealcloud.jpg "Product Avatar Image") DealCloud 4.2/5(41) [ Compare Now ](https://www.g2.com/compare/affinity-vs-dealcloud) ##### ##### Affinity Features Investment Management Investment Portfolio Management Investment Analytics Reporting Fund Management Deal Flow Management Limited Partner Management Fund Administration [ View More Features ](https://www.g2.com/products/affinity/features) ##### Categories on G2 [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)[Venture Capital Management](https://www.g2.com/categories/venture-capital-management)[Deal Sourcing](https://www.g2.com/categories/deal-sourcing) ##### Explore More [Best restaurant POS system for small business](https://www.g2.com/discussions/best-restaurant-pos-system-for-small-business)[Which digital wayfinding platforms offer mobile-accessible directions for indoor spaces while meeting compliance requirements?](https://www.g2.com/discussions/what-are-the-best-campus-mapping-solutions-with-step-by-step-digital-wayfinding-directions-for-students-without-complex-implementation)[What is the best listing management tool for service-area businesses?](https://www.g2.com/discussions/what-is-the-best-listing-management-tool-for-service-area-businesses) [What are the highest rated database comparison tools for staging-to-production workflows where deployment errors must be eliminated?](https://www.g2.com/discussions/what-are-the-highest-rated-database-comparison-tools-for-staging-to-production-workflows-where-deployment-errors-must-be-eliminated)[Configit vs Threekit for B2B product configuration: one is built around rules logic, the other around 3D visuals, which matters more to buyers?](https://www.g2.com/discussions/configit-vs-threekit-for-b2b-product-configuration-one-is-built-around-rules-logic-the-other-around-3d-visuals-which-matters-more-to-buyers)[Top network monitoring software recommended for tech companies](https://www.g2.com/discussions/top-network-monitoring-software-recommended-for-tech-companies) [Show MoreShow Less](javascript:void(0);)