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How to Connect Affinity with Custify (2026)

Affinity

Affinity

★★★★ 4.4
Crm Industry Specific Crm

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

Full Review
Custify

Custify

★★★★ 4.5
Customer Success Customer Support

A customer success platform for B2B SaaS companies with health scores, automation, and lifecycle management.

Full Review

About These Tools

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

Custify: A customer success platform for B2B SaaS companies with health scores, automation, and lifecycle management.

Key Features

Affinity

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

Custify

  • Customer health
  • Lifecycle management
  • Playbooks
  • Task management
  • 360-degree view
  • Analytics

Pricing

Affinity

Subscription Custom pricing

Custify

Subscription Starting at $199/month

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

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