Affinity Alternatives with Better Features
Relationship intelligence CRM for financial services professionals
Trusted by 2M+ software buyers annually.
Main Features
- Calendar Management
- Contact Management
- Customer Data
- Document Management
Showing 1-3 out of 3

List of the Top Affinity alternatives as of July 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
9.0
SpotScore
Bigin by Zoho CRM
RECOMMENDED
Streamline your sales and build better relationships.
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What is Bigin by Zoho CRM?
Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to get productive within a day without extensive onboarding. Direct integrations are largely limited to ...
Read moreCommon Features
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Contact Management
Unique Features
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Quotes (Proposals)
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List Management
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Customer Support
+ 6 more
Pricing
Free Trial available, Try Now
Starts from $7/User/Month when Billed Yearly, also offers free forever plan
7.7
SpotScore

Dex
Strengthen your connections with Dex.
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What is Dex?
Dex is an indispensable CRM platform that helps users build strong relationships and facilitates consistent communication with their contacts. Its functions, such as notifications and reminders, help users stay in touch with contacts and remember key conversations and details. Furthermore, ...
Read moreCommon Features
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Contact Management
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Task Management
Unique Features
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Referral Tracking
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Call Logging
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Contact Import-Export
+ 6 more
Pricing
Starts from $12/Month, also offers free forever plan
9.1
SpotScore

HubSpot CRM
Streamline your sales and marketing efforts with ease.
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What is HubSpot CRM?
HubSpot CRM is our all-in-one sales, marketing, and customer communication software. Built from the ground up with a modern design inspired by our top-rated marketing and sales tools, HubSpot CRM provides everything you need to work with your leads, create powerful campaigns, convert quality ...
Read moreCommon Features
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Contact Management
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Calendar Management
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Task Management
+ 1 more
Unique Features
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Quotes (Proposals)
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List Management
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Customer Support
+ 31 more
Pricing
Free Trial available, Try Now
Starts from $45/Month when Billed Yearly, also offers free forever plan
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].





