Affinity vs Coevera (formerly Pipeliner CRM): Complete Comparison (2026)
An in-depth comparison of Affinity and Coevera (formerly Pipeliner CRM) to help you choose the right tool for your business.
Last updated: November 2026
Affinity
5.8/10
Relationship intelligence CRM for private capital firms such as VC, PE, private credit and family offices, built around automatic activity capture and deal pipelines.
Coevera (formerly Pipeliner CRM)
6.7/10
Visual, AI-assisted sales CRM from Pipelinersales, renamed Coevera in April 2026, for mid-sized and larger B2B sales teams that manage pipelines, accounts and forecasts.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 5.8/10 | 6.7/10 |
| Integration | 7/10 | 7/10 |
| Analytics | 6/10 | 8/10 |
| Customization | 5/10 | 8/10 |
| Ease of Use | 7/10 | 7/10 |
| Support | 7/10 | 6/10 |
| Cost | 2/10 | 4/10 |
| Scalability | 7/10 | 7/10 |
| Security | 8/10 | 7/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | $2,000/user/mo Essential | €70/user/mo Business |
| Estimated cost for 10 users | $27,000/mo Advanced | €1,050/mo Business |
| Features | ||
| Collaboration | ||
| Integrations | ||
| Sales Automation | ||
| Opportunity Management | ||
| Contact Management | ||
| Reporting & Analytics | ||
| Built-in Calling | Not listed | |
| Mobile Access | Not listed | |
Affinity vs Coevera (formerly Pipeliner CRM) cost by team size
| Team size | Affinity | Coevera (formerly Pipeliner CRM) |
|---|---|---|
| 1 user | $2,700/moAdvanced | €1,050/moBusiness |
| 5 users | $13,500/moAdvanced | €1,050/moBusiness |
| 10 users | $27,000/moAdvanced | €1,050/moBusiness |
| 25 users | $67,500/moAdvanced | €1,750/moBusiness |
| 50 users | $135,000/moAdvanced | €3,500/moBusiness |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose Affinity
- Higher Support score (7/10 vs 6/10)
- Higher Security score (8/10 vs 7/10)
- Better fit for financial services (9/10 vs 4/10)
Why choose Coevera (formerly Pipeliner CRM)
- Higher Customization score (8/10 vs 5/10)
- Higher Analytics score (8/10 vs 6/10)
- Better fit for sales teams (9/10 vs 4/10)
Pros & Cons
Affinity
Pros
- Captures emails, meetings and calendar events automatically across the firm, so deal teams do not have to enter data by hand.
- Relationship strength scoring and network mapping show who at the firm can make a warm introduction.
- Built-in enrichment from 40+ sources, including PitchBook, Preqin and Dealroom, fits venture and private equity research.
- Public per-user list prices, plus a hosted MCP server that lets Claude or ChatGPT query CRM data.
- States SOC 2 Type II and ISO 27001 certification, with permissions at the deal, fund and user level.
Cons
- Expensive: from $2,000 per user per year, billed annually only, with no free trial reported.
- SSO and fund-level permissions are limited to the custom-priced Enterprise tier.
- Packaged integrations such as Slack and Salesforce, plus workflow automations, require the Advanced tier or higher.
- Reviewers say customization is limited for workflows that do not match the standard deal model.
- Designed narrowly for private capital, so it is a poor fit for general sales or support teams.
Coevera (formerly Pipeliner CRM)
Pros
- Visual pipeline with Kanban, chart, bubble and map views, which reviewers say non-technical sellers can pick up easily
- Reviewers praise the flexible reporting for tracking pipeline against targets, and higher tiers add scheduled and advanced reports
- No-code Automatizer workflows plus an API, webhooks and an MCP server for AI assistants
- ISO/IEC 27001:2022 certification, GDPR compliance and AWS hosting
- Strong review ratings: about 4.6 out of 5 on G2 from over 460 reviews
Cons
- 15-user minimum on every published plan
- Many features are paid add-ons on Business and Enterprise
- AI usage is metered beyond the monthly credit allowance, so heavy users can pay more than the list price
- Some users report a dated mobile app and frequent updates that disrupt work
- No native marketing automation or support ticketing
Not sold on either?
Frequently Asked Questions
Coevera (formerly Pipeliner CRM) scores higher on our AI Software criteria: 6.7/10 against 5.8/10 for Affinity. The largest gap is in Customization: 5/10 for Affinity and 8/10 for Coevera (formerly Pipeliner CRM).
No, neither Affinity nor Coevera (formerly Pipeliner CRM) lists a free plan.
Affinity is the better fit for financial services: we rate it 9/10 for them, against 4/10 for Coevera (formerly Pipeliner CRM).
