How long does it take to get started with Attio?

We can get you up and running with Attio in 4-5 days, including data migration, workflow setup, and team training.

Do you support custom integrations with Attio?

Yes, we specialize in custom integrations using the Attio SDK and API. We can connect Attio to any system in your tech stack, from marketing automation tools to custom internal applications.

What CRM systems can you migrate from to Attio?

We have experience migrating from all major CRM platforms including Salesforce, HubSpot, Pipedrive, and legacy systems. Our migration process ensures complete data integrity and minimal downtime.

Who do you primarily work with?

We primarily work with venture capital firms, technology startups, and financial services companies who need sophisticated CRM solutions that integrate seamlessly with their existing workflows.

Is Affinity better than Salesforce for a VC firm?

For dealflow and relationship intelligence, Affinity fits better with less setup. Salesforce wins when you need to model many business processes beyond the pipeline and have an admin to run it.

Does Salesforce have relationship intelligence like Affinity?

Not out of the box. You reach it with add-ons or custom development. Affinity scores relationships automatically from email and calendar activity.

Why do firms pick Attio over both?

Attio gives Salesforce-style flexibility without the admin burden and rebuilds Affinity-style relationship signals from email and calendar sync, at Pro pricing near $690 a month.

Comparison

Affinity vs Salesforce

4 min read

Affinity and Salesforce sit at opposite ends of the CRM market. Affinity is a narrow tool built for one job: tracking relationships and dealflow at investment firms. Salesforce is a wide platform that can model almost any business process if you have the budget and an admin to configure it. A VC weighing the two is really choosing between a product that arrives ready for dealmaking and a platform you build into one.

We migrate investment teams off both at Dialed, so this compares them on the questions a partner asks before signing.

What each platform is built for

Affinity scrapes your team's email and calendar, scores relationship strength, and enriches contacts so you see the warmest path to a founder without logging anything. The dealflow pipeline, the lists, and the relationship graph match how an investment team already works. A new associate gets value the first week.

Salesforce models sales pipelines for revenue teams. Out of the box it tracks accounts, contacts, opportunities, and activities, and it bends to almost any process through custom objects, flows, and AppExchange add-ons. That power assumes a sales-ops owner. Most firms hire an admin or a consultant to shape it, and the relationship intelligence Affinity gives free needs third-party tools or custom work on Salesforce.

Feature and price comparison

Dimension	Affinity	Salesforce
Built for	VC, PE, and growth equity dealflow	Sales teams across any industry
Relationship intelligence	Automatic, scored from email and calendar	Add-ons or custom build required
Auto contact capture	Built in	Needs configuration or plug-ins
Customization	Focused on dealflow	Very deep, almost anything
Admin burden	Light	Heavy, usually a dedicated owner
Time to value	Days	Weeks to months
Cost profile	Premium, around $1,917/mo on Scale	Per-seat plus add-ons, implementation, and admin time

Where Affinity wins

For an investment team, Affinity wins on fit and speed. The relationship graph answers "who knows this founder" the day you turn it on, and nobody logs contacts by hand. You skip the admin overhead Salesforce demands, and the dealflow workflow needs no design work. If your firm cares about warm intros and deal coverage more than custom revenue reporting, Affinity does more with less setup.

Where Salesforce wins

Salesforce wins on breadth and ecosystem. A firm that runs fund operations, investor relations, a portfolio services arm, and a deal pipeline in one system can model all of it in Salesforce. The integration catalog is the largest in the market, and large teams already have admins who know it. If you need deep custom reporting, approval flows, and a tool many vendors plug into, Salesforce flexes further than Affinity. That reach costs money, configuration time, and ongoing maintenance.

The modern middle path

Plenty of firms find Affinity too rigid to extend and Salesforce too heavy to run. Attio sits between them. It gives you a flexible, typed data model like Salesforce without the admin tax, and it syncs email and calendar to rebuild relationship signals the way Affinity does. You design objects for People, Companies, Deals, and whatever else your firm tracks, then build lists and views on top.

The cost gap is real. Attio Pro runs near $690 per month against an Affinity Scale plan near $1,917, a saving close to $1,227 a month and about $14,720 a year. Dialed maps every object when you move: People, Companies, Lists and saved views, Notes, Opportunities, and Files. A typical migration runs about 15 hours, near $3,000, with payback around 2.4 months and 12-month ROI near 391%. Annual billing saves about 20%, and Dialed adds 10% off your Attio plan. See Affinity vs Attio for the full breakdown, or Attio vs Salesforce if you are weighing the platform fight directly.

See what your firm saves switching to Attio →

FAQ

Is Affinity better than Salesforce for a VC firm?: For dealflow and relationship intelligence, Affinity fits better with less setup. Salesforce wins when you need to model many business processes beyond the pipeline and have an admin to run it.
Does Salesforce have relationship intelligence like Affinity?: Not out of the box. You reach it with add-ons or custom development. Affinity scores relationships automatically from email and calendar activity.
Why do firms pick Attio over both?: Attio gives Salesforce-style flexibility without the admin burden and rebuilds Affinity-style relationship signals from email and calendar sync, at Pro pricing near $690 a month.
What does moving to Attio involve?: Dialed maps People, Companies, Lists, Notes, Opportunities, and Files. A typical migration runs about 15 hours with payback near 2.4 months.