Act! vs Affinity
Side-by-side comparison
| Act! | Affinity | |
|---|---|---|
| Product | Act! Companion | Affinity CRM |
| Category | CRM & Sales Automation | CRM & Sales Automation |
| What it does | Manage contacts and customer data on the go with the fully integrated mobile app for Act! CRM. | Relationship intelligence CRM for private capital and professional services. |
| Pricing model | Subscription-based (included with Act! Premium) | Per User |
| Starting price | Included with Act! Premium subscription | Essential $2,000/year, Advanced $2,700/year, Enterprise custom. [Existing Summary] |
| Free trial | Yes | Yes |
| Target company size | SMB, Mid-Market, Enterprise | Mid-Market, Enterprise |
| Deployment | SaaS | Cloud/SaaS |
| Integrations | Microsoft Outlook, Slack, QuickBooks Online | Gmail, Outlook, LinkedIn, PitchBook, Salesforce |
| API available | Yes | Yes |
| Certifications | SOC 2 | SOC 2 Type II, ISO 27001, ISO 27017, ISO 27018 |
About Act! Companion
Act! Companion is a native mobile application designed for iPhone and Android devices, providing active Act! Premium subscribers with seamless access to their CRM data while on the move. It serves as a fully integrated extension of the core Act! CRM, enabling users to stay connected to critical customer information and manage their relationships from anywhere. The app allows users to view, add, a
Use cases: Managing contacts and customer data remotely while traveling or in the field., Accessing critical customer information and interaction history outside the office., Tracking and updating sales activities, meetings, and tasks on the go., Ensuring CRM data is always current by synchronizing mobile updates with the main Act! Premium database.
About Affinity CRM
Affinity is a relationship intelligence CRM platform designed for private equity, venture capital, and professional services. It automates activity capture, enriches data from over 40 sources, and uses AI to provide relationship scoring, warmest path introductions, and deal tracking. The platform helps firms find, close, and grow deals faster by leveraging their network and providing deep insights
Use cases: Deal Sourcing: Identify and track new investment or acquisition opportunities by capturing data from emails, meetings, and contacts., Deal Management: Streamline the process of tracking and managing deals through various stages of the pipeline., Portfolio Support: Manage and support portfolio companies by centralizing relationship and interaction data., Investor Relations: Maintain consistent updates and provide data-driven insights to investors and advisors., Fundraising: Leverage network intelligence to identify potential limited partners and manage fundraising efforts.