Affinity
7.7#2 in social selling softwareFrom $2,000 a yearAndroidiOSWebAPI
VisitAffinity vs SmartRoom
What both publish
| Fact | Affinity | SmartRoom |
|---|---|---|
| Founded | Independent company profiles and funding coverage place Affinity's founding year in 2014. | 1998 |
| Headquarters | San Francisco, California, United States | SmartRoom lists its headquarters in Los Angeles, California. |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | The product page lists Box import, user import from Office 365, Salesforce, and DealCloud, and DocuSign integration for NDAs and electronic signatures. |
| Mobile | Affinity’s mobile app provides enriched company and people data, relationship history, meeting information, and deal pipeline actions on the go. | The product page describes a mobile app for managing due diligence from a phone, and SmartRoom's own article identifies iOS and Android availability. |
| Permissions | Administrators can apply team-, deal- and user-level permissions, scoped external sharing, audit trails and IP allowlists. | Administrators can restrict users' ability to view, print, save, or modify individual documents. |
| Product | Affinity describes itself as an AI-first CRM for private capital firms that helps them find, manage, and close deals. | SmartRoom is a cloud-based virtual data room for secure file sharing and collaboration, including M&A due diligence. |
Affinity plans
- Essential$2,000 a year
- Scale$2,300 a year
- Advanced$2,700 a year
- EnterprisePriced on request
SmartRoom plans
- Per transaction$1,000, paid once
- Annual$10,000 a year
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 SmartRoom if…
It suits organizations handling transactions, due diligence, regulated documents, or restructuring projects. Teams needing granular document permissions, Q&A, and electronic signatures may find it appropriate.