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Affinity vs EngageBay: Pricing Comparison 2026

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

Bottom line: Affinity starts at $2000/mo and EngageBay starts at Custom pricing. Compare all 12 pricing tiers side by side.

Last updated: August 24, 2026

Data compiled by Arthur Jacquemin
Updated August 24, 2026
Try Affinity freeTry EngageBay freeAffiliatePrice updated 4d agoPrice updated 4d ago
Best Value

Affinity - Affinity for investment professionals; EngageBay for SMBs needing an affordable all-in-one CRM platform.

Affinity vs EngageBay: Quick Pricing Facts

FeatureAffinityEngageBay
Starting Price$2000/moCustom pricing
Number of Plans48
Free TierNoYes
Pricing Modelper-seatper-seat
Annual DiscountN/AN/A

Affinity and EngageBay are both priced at $2000/mo, making them equally accessible CRM tools. Together they offer 12 pricing plans with 85 features compared, so the best choice comes down to which features match your needs.

EngageBay 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
EngageBay
EngageBay
Try freeAffiliate
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
Start with Essential
Free
$0/monthCheapest
Includes
  • 250 Contacts & Companies
  • Contact Management
  • 360 Degree Contact View
  • Deals
  • Tasks
  • Email Tracking
  • Appointment Scheduling
  • Gsuite Integration
  • Live Chat
Start with Free
Tier 2
ScalePopular
$2300/monthCheapest
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
Start with Scale
Basic
Custom pricing
Includes
  • 500 Contacts & Companies
  • Multiple Deal Tracks
  • Calling
  • Predictive Lead Score
  • 3rd Party Integrations
  • Tag Manager
Start with Basic
Tier 3
AdvancedPopular
$2700/monthCheapest
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
Start with Advanced
Growth
Custom pricing
Includes
  • 10,000 20,000 Contacts & Companies
  • Email Scheduler
  • Leader Board
  • Multi Currency
  • Sales Automation
  • Products
  • Proposals
Start with Growth
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
Start with Enterprise
Pro
Custom pricing
Includes
  • 30,000 Contacts & Companies
  • Auto Dialer
  • Proposal Analytics
  • Role Management
  • Call Records
  • Call Scripts
  • Goals
  • Custom Reporting
  • Conversational Inbox
Start with Pro
Tier 5
-
FREE
$0/monthCheapest
Includes
  • 250 Contacts & Companies
  • Contact Management
  • 360 Degree Contact View
  • Deals
  • Tasks
  • Email Tracking
  • Appointment Scheduling
  • Gsuite Integration
  • Live Chat
Start with FREE
Tier 6
-
BASIC
Custom pricing
Includes
  • 500 Contacts & Companies
  • Multiple Deal Tracks
  • Calling
  • Predictive Lead Score
  • 3rd Party Integrations
  • Tag Manager
Start with BASIC
Tier 7
-
GROWTH
Custom pricing
Includes
  • 10,000 20,000 Contacts & Companies
  • Email Scheduler
  • Leader Board
  • Multi Currency
  • Sales Automation
  • Products
  • Proposals
Start with GROWTH
Tier 8
-
PRO
Custom pricing
Includes
  • 30,000 Contacts & Companies
  • Auto Dialer
  • Proposal Analytics
  • Role Management
  • Call Records
  • Call Scripts
  • Goals
  • Custom Reporting
  • Conversational Inbox
Start with PRO

← Swipe to compare plans →

Ready to get started? Try either tool free — no credit card required.

Try Affinity freeFrom $2000/moTry EngageBay freeFree plan available
Find the best deal for your team
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Affinity

Relationship intelligence CRM for dealmakers and investors

View all Affinity plans

EngageBay

All-in-one CRM with marketing, sales, and support tools

View all EngageBay plans
Our Pick

Affinity

Affinity for investment professionals; EngageBay for SMBs needing an affordable all-in-one CRM platform.

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 involves VC, PE, or investment workflows
  • •Affinity's relationship intelligence is purpose-built for your use case

Choose EngageBay if:

  • •You want an affordable all-in-one CRM, marketing, and helpdesk platform
  • •EngageBay has a free plan and paid tiers starting at $12.74/user/month
  • •You need marketing automation and helpdesk alongside CRM without separate subscriptions

Affinity and EngageBay serve completely different markets. Affinity is for investment professionals. EngageBay is a budget-friendly all-in-one CRM for SMBs. These don't compete for the same buyer.

Try EngageBay freeFree plan available
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Frequently Asked Questions: Affinity vs EngageBay

How many pricing plans does Affinity have vs EngageBay?
Affinity offers 4 pricing plans, while EngageBay offers 8 plans. More plans typically means more flexibility to match your exact needs and budget.
Does Affinity or EngageBay offer a free plan?
EngageBay offers a free plan, while Affinity does not. If budget is a concern, EngageBay 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.
Does Affinity or EngageBay offer custom enterprise pricing?
Yes, both Affinity and EngageBay offer custom enterprise pricing tiers with quote-based pricing. Contact each vendor for a tailored quote.
How do Affinity and EngageBay compare for CRM?
Both Affinity and EngageBay are CRM tools. Affinity offers 4 plans starting at $2000/mo, while EngageBay offers 8 plans starting at Custom pricing. Review the feature breakdowns above to see which better fits your CRM needs.
AI Recommendations

Sources

  1. Affinity Official Pricing- Vendor pricing page
  2. EngageBay Official Pricing- Vendor pricing page

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