How to Connect Affinity with Celoxis (2026)

Affinity

★★★★ 4.4

Crm Industry Specific Crm

A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.

Full Review

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Celoxis

★★★★ 4.1

Project Management Project Management Ops

Full-featured project management platform with portfolio management, resource planning, and financial tracking for enterprises.

Full Review

About These Tools

Affinity: A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.

Celoxis: Full-featured project management platform with portfolio management, resource planning, and financial tracking for enterprises.

Key Features

Affinity

Relationship intelligence
Automatic data capture
Deal management
Analytics
Email integration
Chrome extension

Celoxis

Portfolio management
Resource planning
Financial tracking
Gantt charts
Custom fields
Reports

Pricing

Affinity

Subscription Custom pricing

Celoxis

Subscription $22.50/mo

Detailed integration guide coming soon. We're researching the specific ways Affinity and Celoxis work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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