Affinity
7.7#2 in social selling softwareFrom $2,000 a yearAndroidiOSWebAPI
VisitAffinity vs SatuitCRM
What both publish
| Fact | Affinity | SatuitCRM |
|---|---|---|
| Compliance | Affinity lists SOC 2 Type II, ISO 27001, ISO 27017/27018, ISO 27701, GDPR/CCPA, and DORA among its security and compliance standards. | The platform includes legal and compliance workflow management, reporting and comprehensive audit trails. |
| Founded | Independent company profiles and funding coverage place Affinity's founding year in 2014. | 1994 |
| Headquarters | San Francisco, California, United States | San Antonio, Texas, United States |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners. |
| Mobile | Affinity’s mobile app provides enriched company and people data, relationship history, meeting information, and deal pipeline actions on the go. | Satuit provides a mobile version for phones and tablets. |
Affinity plans
- Essential$2,000 a year
- Scale$2,300 a year
- Advanced$2,700 a year
- EnterprisePriced on request
SatuitCRM plans
- Satuit Essentials$150 a month
- Satuit Premium$200 a month
- Satuit Enterprise$300 a month
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 SatuitCRM if…
It suits investment firms that need investor relationship records, business-development tracking and compliance workflows. Teams can choose cloud deployment or installation on their own servers.