Affinity vs Attio
Side-by-side comparison
| Affinity | Attio | |
|---|---|---|
| Product | Affinity CRM | Attio |
| Category | CRM & Sales Automation | CRM & Sales Automation |
| What it does | Relationship intelligence CRM for private capital and professional services. | AI-native CRM with auto-populated records, real-time enrichment, and embedded agents. |
| Pricing model | Per User | Tiered (Free, Plus, Pro, Enterprise) |
| Starting price | Essential $2,000/year, Advanced $2,700/year, Enterprise custom. [Existing Summary] | Free plan available |
| Free trial | Yes | No |
| Target company size | Mid-Market, Enterprise | — |
| Deployment | Cloud/SaaS | SaaS |
| Integrations | Gmail, Outlook, LinkedIn, PitchBook, Salesforce | Okta, Sequence |
| API available | Yes | Yes |
| Certifications | SOC 2 Type II, ISO 27001, ISO 27017, ISO 27018 | — |
| G2 rating | — | 4.7/5/5 |
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.
About Attio
AI-native CRM with auto-populated records, real-time enrichment, and embedded agents.
Use cases: Building and managing sales pipeline, Automating sales workflows and data synchronization, Real-time customer data enrichment and insights, Accelerating deal closure and revenue growth, Custom CRM configuration for unique business needs