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CRM

Affinity vs Insightly: Pricing Comparison 2026

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

Bottom line: Insightly starts at $29/mo, making it $1971/mo cheaper than Affinity ($2000/mo). Neither offers a free plan.

Last updated: August 24, 2026

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

Affinity - Affinity for investment professionals; Insightly for service businesses needing CRM with project management.

Affinity vs Insightly: Quick Pricing Facts

FeatureAffinityInsightly
Starting Price$2000/mo$29/mo
Number of Plans43
Free TierNoNo
Pricing Modelper-seatper-seat
Annual DiscountN/AN/A

Insightly is the more affordable option, starting at $29/mo compared to Affinity's $2000/mo. Both are CRM tools with 7 combined pricing plans and 23 features compared.

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
Insightly
Insightly
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
Plus
$29/monthCheapest
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
AI Copilot
$49/monthCheapest
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
AI Copilot
$99/monthCheapest
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
-

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Affinity

Relationship intelligence CRM for dealmakers and investors

View all Affinity plans

Insightly

CRM and project management platform for growing businesses

View all Insightly plans
Our Pick

Affinity

Affinity for investment professionals; Insightly for service businesses needing CRM with project management.

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 in investment or strategic contexts
  • You need automatic relationship intelligence and network mapping
  • Affinity's specialized investment features are essential for your workflow

Choose Insightly if:

  • You need CRM with built-in project management for post-sale project delivery
  • Insightly connects the sales pipeline to project delivery in one tool
  • Your team manages both deals and the projects that follow them

Affinity is for investment professionals managing relationships and dealflow. Insightly is for service businesses managing sales and post-sale project delivery. These serve different markets.

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Frequently Asked Questions: Affinity vs Insightly

Which is cheaper, Affinity or Insightly?
As of August 2026, Insightly starts at a lower price point. Affinity starts at $2000/mo while Insightly starts at $29/mo. However, the best value depends on the features you need at each tier.
How many pricing plans does Affinity have vs Insightly?
Affinity offers 4 pricing plans, while Insightly offers 3 plans. More plans typically means more flexibility to match your exact needs and budget.
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 Insightly offer custom enterprise pricing?
Affinity offers a custom-priced enterprise tier for larger teams. Insightly lists all its pricing publicly.
How do Affinity and Insightly compare for CRM?
Both Affinity and Insightly are CRM tools. Affinity offers 4 plans starting at $2000/mo, while Insightly offers 3 plans starting at $29/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. Insightly Official Pricing- Vendor pricing page

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