Affinity
7.7#2 in social selling softwareFrom $2,000 a yearAndroidiOSWebAPI
VisitAffinity vs BoardEx
What both publish
| Fact | Affinity | BoardEx |
|---|---|---|
| Founded | Independent company profiles and funding coverage place Affinity's founding year in 2014. | 1999 |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | Integration options include APIs, Salesforce apps, integrated data services, secure hosting, and a cloud-based portal; BoardEx says its open architecture supports most CRM systems. |
Affinity plans
- Essential$2,000 a year
- Scale$2,300 a year
- Advanced$2,700 a year
- EnterprisePriced on request
BoardEx plans
- BoardEx enterprise solutionPriced on request
Pick Affinity if…
Affinity suits private capital teams, including private equity, venture capital, private credit, investment banking, and family offices. It is relevant to teams that want deal workflows and relationship information in one CRM.
Pick BoardEx if…
It is suited to banking, legal and professional services, executive search, asset and wealth management, private equity, academic, and not-for-profit organizations. Teams seeking executive profiles, relationship mapping, or CRM data integration may find it relevant.