Alternatives to Affinity

Affinity ranks #3 on the Top 11 The 11 Best Investor Relations CRMs. Below: the higher-ranked alternatives we’d steer you to instead, by use case.

Verified June 12, 2026. No paid placement — see methodology.

1. #1Carta

   9.2 / 9.4

   The default, trusted platform for cap table management and 409A valuations that investors expect.

   Best for: Industry-standard cap table management · Pricing: $$$ ($2,500 to $15,000+/yr) · carta.com

2. #2Pulley

   9 / 9.4

   A more intuitive, founder-focused alternative to Carta with transparent pricing and great support.

   Best for: Founder-friendly cap table platform · Pricing: $$ ($1,200 to $6,000/yr) · pulley.com

3. #1Clari

   9.3 / 9.4

   The most trusted and accurate AI forecasting platform for enterprise revenue leaders.

   Best for: Enterprise forecasting & pipeline management · Pricing: $$$$ ($150 to $300/user/mo est.) · www.clari.com

4. #2Gong

   9.1 / 9.4

   The market leader for analyzing sales calls and coaching reps to win more deals.

   Best for: Conversation intelligence and sales coaching · Pricing: $$$$ ($150 to $250/user/mo est.) · www.gong.io

5. #3Outreach

   8.8 / 9.4

   Embeds intelligence directly into the sales engagement workflow for immediate action.

   Best for: Integrated sales engagement & intelligence · Pricing: $$$ ($100 to $200/user/mo est.) · www.outreach.io

6. #4Salesloft

   8.6 / 9.4

   A unified platform for engagement, conversation intelligence, and forecasting.

   Best for: All-in-one sales cycle platform · Pricing: $$$ ($100 to $175/user/mo est.) · www.salesloft.com

7. #5People.ai

   8.3 / 9.4

   The best platform for automatically capturing all sales activity to ensure perfect CRM data.

   Best for: Automated activity data capture · Pricing: $$$$ ($125 to $225/user/mo est.) · people.ai

8. #6Revenue.io

   8.1 / 9.4

   Delivers real-time AI guidance to reps during live sales calls.

   Best for: Real-time conversation guidance · Pricing: $$$ ($90 to $160/user/mo est.) · www.revenue.io

9. #7BoostUp.ai

   7.9 / 9.4

   A flexible forecasting and deal intelligence platform for mid-market RevOps.

   Best for: Connected forecasting for mid-market · Pricing: $$$ ($75 to $150/user/mo est.) · www.boostup.ai

10. #8InsightSquared (by Mediafly)

    7.7 / 9.4

    A powerful, customizable analytics platform for historical sales data analysis.

    Best for: Deep sales analytics & reporting · Pricing: $$ ($50 to $125/user/mo est.) · www.insightsquared.com

See the full ranked list: The 11 Best Investor Relations CRMs. Or compare any two: side-by-side.