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Affinity vs Capsule CRM: Pricing Comparison 2026

Side-by-side pricing comparison of Affinity and Capsule CRM. See all plans, features, and costs at a glance.

Bottom line: Capsule CRM starts at $18/mo, making it $1982/mo cheaper than Affinity ($2000/mo). Capsule CRM offers a free plan.

Last updated: August 24, 2026

Data compiled by Arthur Jacquemin
Updated August 24, 2026
Try Affinity freeTry Capsule CRM freePrice updated 3d agoPrice updated 3d ago
Best Value

Affinity - Affinity for investment professionals; Capsule for teams that need a simple, affordable relationship CRM.

Affinity vs Capsule CRM: Quick Pricing Facts

FeatureAffinityCapsule CRM
Starting Price$2000/mo$18/mo
Number of Plans46
Free TierNoYes
Pricing Modelper-seatper-seat
Annual DiscountN/AN/A

Capsule CRM is the more affordable option, starting at $18/mo compared to Affinity's $2000/mo. Both are CRM tools with 10 combined pricing plans and 65 features compared. At comparable tiers, the monthly price difference is $1964.

Capsule CRM stands out with a free plan for getting started.

Review the detailed tier-by-tier comparison above to see exactly which features are included at each price point and find the best fit for your CRM needs.

Pricing Plans
Affinity
Affinity
Try free
Capsule CRM
Capsule CRM
Try free
Tier 1
EssentialPopular
$2000/month
Includes
  • Automatic activity capture across email and calendar
  • Relationship scoring: see the warmest path to any contact
  • Complete interaction history across your whole firm
  • Deal pipeline tracking from first contact to close
  • Affinity Labs: early access to AI features before they ship
Free
$0/monthCheapest
Includes
  • 250 Contacts
  • 5 custom fields
  • 1 Sales Pipeline
  • Custom Sales Milestones
  • Custom Task CategoriesUpgrade to go beyond standard categories by setting custom task types that fit your specific workflows.
  • Advanced Mail ConnectionUse your Gmail or Outlook account to send emails now. Upgrade to connect professional mail servers for advanced business needs.
Tier 2
ScalePopular
$2300/month
Includes
  • Everything in Essential
  • Notetaker: automatic meeting capture and follow-up
  • AI Chat: conversational access to your pipeline and network
  • Affinity Ascend: the agent platform built for private capital
  • MCP server: use Affinity data in Claude, ChatGPT, and more
  • Inferred network connections beyond your direct email history
Starter
$18/monthCheapest
Includes
  • 30,000 Contacts
  • Email TemplatesAvoid writing the same email over and over with a bank of reusable templates, ready to edit and send
  • Shared MailboxConnect a shared email inbox to enable multiple team members to respond from the same account e.g. sales@, support@, info@
  • Basic Reporting
  • Premium IntegrationsAccess direct integrations with tools like Xero, Zendesk and Import2
  • GoalsSet and track performance objectives around Opportunities, Tasks, and Activites
  • AI Pipeline GeneratorBuild a custom sales pipeline tailored to your unique business and process in seconds.
  • Custom Activity Types
Tier 3
AdvancedPopular
$2700/month
Includes
  • Everything in Scale
  • Advanced enrichment from PitchBook, Dealroom, and Crunchbase
  • Company Growth Insights: headcount and leadership signals
  • Packaged integrations: Slack, Salesforce, Box, and more
  • Workflow Automations: pipeline moves without manual updates
  • Industry Insights: sourcing matched to your investment thesis
GrowthEnhanced AI ToolsPopular
$36/monthCheapest
Includes
  • 60,000 Contacts
  • Workflow AutomationsDefine repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards
  • Advanced Sales ReportingMore in depth reports so you can get visibility on your sales forecast, where you are losing the most sales and how active your team is.
  • Reporting DashboardsAnalyze CRM data for insights on conversions, task efficiency, pipeline, projects, and contact health.
  • Multiple Sales Pipelines
  • Multiple Project Boards
  • Project ManagementManage client delivery and other activities via kanban-style project boards
  • Team & Access Controls
  • AI Business EnrichmentAI automatically fills out business information at a contact level, so you don’t have to.
  • AI SummariesGet an instant summary of the last 50 activities on any Contact, Opportunity, or Project.
  • AI Meeting PrepGet a focused brief for every meeting in one click—surfacing notes, history, risks and opportunities so you can walk into any call prepared.Beta
Tier 4
EnterprisePopular
Custom pricing
Includes
  • Everything in Advanced
  • Fund-level permissions: each team sees only what they should
  • Enterprise SSO: one login, centrally managed by IT
  • Custom data retention for your compliance requirements
  • Unlimited API access: no monthly call limits, including MCP queries
  • Dedicated implementation and success support from day one
AdvancedEnhanced AI Tools
$54/monthCheapest
Includes
  • 120,000 Contacts
  • 50 project boards
  • 50 sales pipelines
Tier 5
-
GrowthPopular
$36/monthCheapest
Includes
  • 60,000 Contacts
  • Workflow Automations Define repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards
  • Advanced Sales Reporting More in depth reports so you can get visibility on your sales forecast, where you are losing the most sales and how active your team is.
  • Reporting Dashboards Analyze CRM data for insights on conversions, task efficiency, pipeline, projects, and contact health.
  • Multiple Sales Pipelines
  • Multiple Project Boards
  • Project Management Manage client delivery and other activities via kanban-style project boards
  • Team & Access Controls
  • AI Business Enrichment AI automatically fills out business information at a contact level, so you don’t have to.
  • AI Summaries Get an instant summary of the last 50 activities on any Contact, Opportunity, or Project.
  • AI Meeting Prep Get a focused brief for every meeting in one click—surfacing notes, history, risks and opportunities so you can walk into any call prepared. Beta
Tier 6
-
Advanced
$54/monthCheapest
Includes
  • 120,000 Contacts
  • 50 project boards
  • 50 sales pipelines

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Affinity

Relationship intelligence CRM for dealmakers and investors

View all Affinity plans

Capsule CRM

Simple and smart online CRM for small businesses

View all Capsule CRM plans
Our Pick

Affinity

Affinity for investment professionals; Capsule for teams that need a simple, affordable relationship CRM.

Based on pricing data only. Review the full comparison below for your specific needs.

Try Affinity freeFrom $2000/mo

Which Should You Choose?

Choose Affinity if:

  • You manage relationship-based dealflow and need automatic interaction tracking
  • Your work requires relationship intelligence and network mapping
  • Affinity's specialized features are essential for investment and partnership workflows

Choose Capsule CRM if:

  • You want a simple, clean relationship management CRM at accessible pricing
  • Capsule at $18/user/month covers basic pipeline and contact management well
  • Your team needs CRM without investment-specific complexity

Affinity is specialized for investment professionals. Capsule is a simple, general-purpose relationship CRM. These serve different markets. For investment work, Affinity is essential. For general relationship and pipeline management, Capsule is simpler and more affordable.

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Frequently Asked Questions: Affinity vs Capsule CRM

Which is cheaper, Affinity or Capsule CRM?
As of August 2026, Capsule CRM starts at a lower price point. Affinity starts at $2000/mo while Capsule CRM starts at $18/mo. However, the best value depends on the features you need at each tier.
How many pricing plans does Affinity have vs Capsule CRM?
Affinity offers 4 pricing plans, while Capsule CRM offers 6 plans. More plans typically means more flexibility to match your exact needs and budget.
Does Affinity or Capsule CRM offer a free plan?
Capsule CRM offers a free plan, while Affinity does not. If budget is a concern, Capsule CRM lets you get started at no cost.
What is the most popular Affinity plan?
The Essential plan is Affinity's most popular tier, priced at $2000/mo. Key features include Automatic activity capture across email and calendar, Relationship scoring: see the warmest path to any contact, Complete interaction history across your whole firm.
What is the most popular Capsule CRM plan?
The GrowthEnhanced AI Tools plan is Capsule CRM's most popular tier, priced at $36/mo. Key features include 60,000 Contacts, Workflow AutomationsDefine repeatable sales processes by configuring a series of tasks, email notifications or stage changes within pipeline/project boards, Advanced Sales ReportingMore in depth reports so you can get visibility on your sales forecast, where you are losing the most sales and how active your team is..
Does Affinity or Capsule CRM offer custom enterprise pricing?
Affinity offers a custom-priced enterprise tier for larger teams. Capsule CRM lists all its pricing publicly.
How do Affinity and Capsule CRM compare for CRM?
Both Affinity and Capsule CRM are CRM tools. Affinity offers 4 plans starting at $2000/mo, while Capsule CRM offers 6 plans starting at $18/mo. Review the feature breakdowns above to see which better fits your CRM needs.
AI Recommendations

Sources

  1. Affinity Official Pricing- Vendor pricing page
  2. Capsule CRM Official Pricing- Vendor pricing page

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