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Capstone Outreach vs Affinity: deal team CRM or personal check-ins

By Shawn Gregoire, founder of Capstone Outreach · Facts about Affinity checked on its website 2026-10-08

Affinity is a CRM for private capital deal teams, priced from $2,000 per user per year and bought through sales, with relationship scoring, deal pipelines and agents that draft follow-ups. Capstone Outreach is a $25/month personal CRM for one professional: it drafts each check-in when it is due and sends it from your own email or phone, by email, text or WhatsApp. Pick Affinity for firm-wide deal work; pick Capstone Outreach for your own network.

Side by side

Choose Affinity if

• You work on a PE or VC deal team and want a CRM built for private capital firms.
• Your firm wants relationship scoring that shows the warmest path to any contact, with flags when relationships go quiet.
• You track deals in a pipeline from first contact to close, with workflow automations that move stages on the Advanced tier.
• You want agents that update records and draft follow-ups on their own, plus a Notetaker and AI Chat, from the Scale tier.
• You need enrichment from PitchBook, Dealroom and Crunchbase, integrations with Slack, Salesforce and Box, or fund-level permissions and enterprise SSO.

Choose Capstone Outreach if

• You are one professional keeping your own network warm, not a firm buying seats through sales.
• You want each check-in drafted from your history when it is due, and held a full cycle if you have talked since.
• You keep in touch by text and WhatsApp as well as email, sending from your own Gmail, Outlook or phone number.
• You meet people in person and want to scan business cards, QR digital cards and NFC tags.
• You want to start on a 14-day free trial at $25/month, on web, iPhone and Android.

The differences that matter

A firm's deal platform vs one person's network

Affinity describes its CRM as built for deal teams at private capital firms such as PE and VC, and pitches itself as finding the next deal in your network. Its plans include deal pipeline tracking from first contact to close, relationship scoring that shows the warmest path to any contact, and on Enterprise, fund-level permissions and enterprise SSO. Capstone Outreach is a personal CRM for people whose network is their job. It keeps one timeline per person with every email, text, call and meeting, plus lead tiers, tags and search, and you can ask what you discussed or promised.

Both draft follow-ups, on different triggers

Affinity's Ascend agents update records and draft follow-ups on their own, included at no extra cost from the Scale tier, and Scale also adds a Notetaker for automatic meeting capture and follow-up. Its relationship intelligence flags relationships that are going quiet. Capstone Outreach drafts on a rhythm you set, from weekly to every three months, by email, text, WhatsApp or call reminder. When a check-in comes due, AI drafts it from your history in your voice; if you have talked since, it waits a full cycle. Its notetaker covers Zoom, Google Meet, Microsoft Teams and Webex and drafts a follow-up per attendee.

Email and calendar capture vs email, text and WhatsApp

Every Affinity tier automatically captures email and calendar activity, admins and users control what gets synced, and it works through a Gmail extension, Chrome extension, Outlook add-in and mobile app, with Zoom, Slack and Microsoft Teams integrations. Capstone Outreach sends emails from your own Gmail or Outlook after you approve. Texts and WhatsApp messages open on your phone already typed, and you send them from your own number. It also scans paper business cards, QR digital cards and NFC tags, imports WhatsApp chats, and turns meetings from Google Calendar, Outlook and Calendly into contacts. Nothing sends without approval.

Enrichment and integrations vs your own history

Affinity enriches data from its own sources plus 40+ others including Pitchbook, Preqin and Grata. Its Advanced tier adds enrichment from PitchBook, Dealroom and Crunchbase, packaged integrations with Slack, Salesforce and Box, and workflow automations, and its plans list a LinkedIn importer. Capstone Outreach does not offer contact enrichment from databases or LinkedIn and social network sync. Each record comes from your own emails, texts, calls and meetings, and private notes are never sent to the AI. Claude, ChatGPT or any MCP agent can connect, and a person approves what they propose.

Pricing

Affinity is priced per user per year, billed annually, across four tiers: Essential at $2,000, Scale at $2,300 and Advanced at $2,700, with custom pricing for Enterprise. Every plan is bought through sales, and the site offers a demo request. Standard onboarding is included with no mandatory implementation fee, and Scale and Advanced include 100K API calls per month. Capstone Outreach has one plan: $25/month on the web after a 14-day free trial that requires a payment method, or $24.99/month or $250/year on iPhone through the App Store, with Android billed through Google Play. A $9/month Global plan is offered in India, the Philippines, Malaysia, the UAE, South Africa and Nigeria. There is no free plan, and you can cancel anytime.

Switching to Capstone Outreach

To move to Capstone Outreach, upload a CSV file of the people you want to keep in touch with, or import your phone address book, which skips duplicates. Meetings from Google Calendar, Outlook and Calendly become contacts, and you can import WhatsApp chats. Connect your Gmail or Outlook so emails send from your own account, then set keep-in-touch rhythms and review the first drafted check-ins during the 14-day free trial.

Frequently asked questions

Sources

Everything about Affinity on this page comes from its own website, checked 2026-10-08. If something has changed, tell us and we'll update it.

1. Affinity pitches itself as a platform that finds the next deal in your network. Source: https://www.affinity.co ("Your next deal is in your network")
2. Affinity describes its CRM as built for deal teams. Source: https://www.affinity.co/product/affinity-pricing ("The CRM built for deal teams")
3. Affinity is built for private capital firms such as PE and VC, not adapted from sales software. Source: https://www.affinity.co ("Built for private capital’s deal lifecycle, not adapted from sales software.")
4. Affinity is priced per user per year, billed annually, across four tiers. Source: https://www.affinity.co/product/affinity-pricing ("Affinity is priced per user per year, billed annually, across four tiers.")
5. Essential costs $2,000 per user per year, Scale $2,300 and Advanced $2,700. Source: https://www.affinity.co/product/affinity-pricing ("Essential is $2,000 per user per year, Scale is $2,300, and Advanced is $2,700.")
6. The Enterprise tier has custom pricing. Source: https://www.affinity.co/product/affinity-pricing ("Enterprise is custom.")
7. Every plan, including the $2,000 Essential tier, is bought through sales; the site offers a demo request. Source: https://www.affinity.co/product/affinity-pricing ("$2,000 USER / YEAR Contact sales")
8. Standard onboarding is included, with no mandatory implementation fee. Source: https://www.affinity.co/product/affinity-pricing ("Nothing is quoted as a mandatory implementation fee.")
9. Every tier automatically captures email and calendar activity. Source: https://www.affinity.co/product/affinity-pricing ("Automatic activity capture across email and calendar")
10. Essential includes deal pipeline tracking from first contact to close. Source: https://www.affinity.co/product/affinity-pricing ("Deal pipeline tracking from first contact to close")
11. Scale adds a Notetaker for automatic meeting capture and follow-up. Source: https://www.affinity.co/product/affinity-pricing ("Notetaker: automatic meeting capture and follow-up")
12. Scale adds AI Chat for conversational access to the pipeline and network. Source: https://www.affinity.co/product/affinity-pricing ("AI Chat: conversational access to your pipeline and network")
13. Ascend agents update records and draft follow-ups on their own, available from the Scale tier. Source: https://www.affinity.co/product/affinity-pricing ("Ascend agents complete the task themselves, updating records, drafting follow-ups, flagging deals that need attention")
14. Ascend agents are included at no extra cost on Scale and up. Source: https://www.affinity.co/product/affinity-pricing ("available to every customer on Scale and up at no additional cost")
15. A hosted MCP server lets you use Affinity data in Claude, ChatGPT and other AI tools, from Scale up. Source: https://www.affinity.co/product/affinity-pricing ("MCP server: use Affinity data in Claude, ChatGPT, and more")
16. Advanced adds packaged integrations with Slack, Salesforce, Box and more. Source: https://www.affinity.co/product/affinity-pricing ("Packaged integrations: Slack, Salesforce, Box, and more")
17. Scale and Advanced include 100K API calls per month. Source: https://www.affinity.co/product/affinity-pricing ("Scale and Advanced include 100K API calls per month")
18. Affinity offers a Gmail extension, Chrome extension, Outlook add-in and mobile app. Source: https://www.affinity.co/product/affinity-pricing ("Gmail extension Chrome extension Outlook add-in Mobile app")
19. Plan features include a LinkedIn importer, warm intro path and reminders. Source: https://www.affinity.co/product/affinity-pricing ("Warm Intro Path LinkedIn Importer")
20. A Bulk Email feature is listed among AI and productivity features. Source: https://www.affinity.co/product/affinity-pricing ("File Analyzer Bulk Email")
21. Data is enriched from Affinity's own data plus 40+ sources including Pitchbook, Preqin and Grata. Source: https://www.affinity.co ("Enriched with Affinity’s proprietary data and 40+ sources, including Pitchbook, Preqin, and Grata.")
22. It produces meeting briefs before calls and pipeline updates after meetings. Source: https://www.affinity.co ("Meeting briefs before every call. Pipeline updates after every meeting.")
23. Relationship intelligence flags relationships that are going quiet. Source: https://www.affinity.co ("flags what's going quiet before it costs you the deal")

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