Affinity vs Relate Fundraising CRM
Affinity
affinity.coRelate Fundraising CRM
relate.soSide by side
| Figure | Affinity | Relate Fundraising CRM |
|---|---|---|
| Price from | $166.67/mo | $12/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 4 | 7 |
| Spec score · Investor Relationship Management Software | 9.3 (#1) | 8.8 (#2) |
| Headquarters | San Francisco, California, United States | San Francisco, California, United States |
| Public API | Affinity exposes REST APIs for reading and writing CRM objects, authenticated with API keys using Basic or Bearer authentication. | Relate has a versioned public API at api.relate.so/v1 using bearer API keys. |
| Rating on G2 | 4.4 out of 5 from 73 reviews | 4.3 out of 5 from 2 reviews. |
| Rating on GetApp | 4.7 out of 5 from 3 reviews | 0.0 out of 5 from 0 reviews; GetApp lists no pricing information for Relate. |
| Security controls | The company states that data is encrypted at rest and in transit, hosted in an isolated AWS VPC, protected by multifactor controls, annual penetration tests and a bug-bounty programme. | The pricing comparison lists role-based access, security and compliance integrations, and SAML single sign-on. |
| What it does | Affinity is an AI-first CRM for private-capital firms that captures interactions, maps firm relationships and surfaces connections that can advance deals. | Relate is a sales CRM for B2B companies that centralizes customer data, activities, deals and collaboration. |
Plans
Affinity
- Essential$2,000 a year
- Scale$2,300 a year
- Advanced$2,700 a year
- EnterprisePriced on request
Relate Fundraising CRM
- Personal PlanFree
- Team FreeFree
- Personal Pro (annual)$12 a month
- Personal Pro$15 a month
- Team Business (annual)$51 a month
- Team Business$60 a month
- EnterprisePriced on request
In their own words
Relate Fundraising CRM
Relate Fundraising CRM helps founders organize investor relationships and fundraising activity. It brings investor deals and conversations together, with tools to build lists, comment, tag, and share context with teammates. Relate syncs investor email both ways and lets users send messages from the product. Email connections support Google, Outlook, or IMAP/SMTP, including self-hosted email services. Slack notifications can report CRM updates, and Relate Cal can schedule investor meetings, including Zoom calls. The product can also support sales, customer success, partnerships, and other processes. It is available in a browser and as desktop software for macOS and Windows; mobile access uses a progressive web app in iOS and Android browsers that can be added to a device home screen. Free plans include 30 days of email and note history, while Business includes full history. The pricing note lists paid access from $15/mo and a 7-day trial; Team Business is $60 a month, billed per user.