Affinity
7.7#2 in social selling softwareFrom $2,000 a yearAndroidiOSWebAPI
VisitAffinity vs Clienteer
What both publish
| Fact | Affinity | Clienteer |
|---|---|---|
| Founded | Independent company profiles and funding coverage place Affinity's founding year in 2014. | 1998 |
| Headquarters | San Francisco, California, United States | New York |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | The integrations page lists Clienteer integrations with APX, Preqin, Office 365, Microsoft Exchange, G Suite, DST Sales Connect, LinkedIn, and Duo. |
Affinity plans
- Essential$2,000 a year
- Scale$2,300 a year
- Advanced$2,700 a year
- EnterprisePriced on request
Clienteer plans
No prices published.
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 Clienteer if…
It suits asset managers that need investor relationship records alongside fundraising, reporting, and capital activity workflows. Firms can choose cloud or on-premise hosting and use defined roles to limit access.