Side by side
Affinity vs FamilyOffice.com Deal Pipeline CRM
Both stand on investor relationship management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Choose Affinity if your private capital team needs activity capture, relationship intelligence, and deal workflows in a CRM. Its mobile app, integrations, and included onboarding add coverage for teams working across devices and systems. Look elsewhere if you need a free plan or if annual per-user pricing does not fit your budget.
Visit AffinityChoose FamilyOffice.com Deal Pipeline CRM if your family-office team needs a configurable pipeline tied to deal documents and investment committee materials. The maker offers a tailored demo and walkthrough; consider another option if you need published prices or named third-party integrations.
Visit FamilyOffice.com Deal Pipeline CRMThe facts
| Affinity | FamilyOffice.com Deal Pipeline CRM | |
|---|---|---|
| Free plan | A free trial | Not published |
| Open source | No | Not published |
| Runs on | Android, API, Extension, iPhone, Web | Web |
| Lowest paid plan | Essential: $2,000 a year | Not published |
| Plans published | 4 | None |
| Maker | Not published | Not published |
| Website | affinity.co | familyofficer.com |
| On investor relationship management software | #6 of 25 | #24 of 25 |
Affinity: what it does well
- Captures email and calendar activity to maintain people and company records.
- Maps firm relationships and surfaces relationship strength and possible warm introductions.
- Supports sourcing, deal management, portfolio support, investor relations, and fundraising.
- Mobile app includes relationship history, meeting information, and deal pipeline actions.
- Integrations include Microsoft Teams, PitchBook, Dropbox, and Crunchbase.
What to know first
- There is no free plan.
- Essential costs $2,000 a year per user, billed annually.
- Enterprise uses custom pricing.
- Scale and Advanced each list a 100,000 API-call monthly limit.
FamilyOffice.com Deal Pipeline CRM: what it does well
- Tracks opportunities from first contact through investment committee.
- Tags and filters deals by source.
- Configurable stages, fields, and screening criteria.
- Assigns diligence and IC tasks with due dates.
- Reports on conversion, time in stage, and pass ratios.
What to know first
- Paid product with pricing available on request.
- Available on web only.
- No third-party integrations are named.
Alternatives to Affinity Alternatives to FamilyOffice.com Deal Pipeline CRM The whole list