How to Connect Affinity with PlanPlus Online (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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PlanPlus Online

★★★ 3.8

Crm Small Business Crm

A CRM based on Franklin Covey productivity methodology that combines sales management with priority-driven task management.

Full Review

About These Tools

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

PlanPlus Online: A CRM based on Franklin Covey productivity methodology that combines sales management with priority-driven task management.

Key Features

Affinity

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

PlanPlus Online

CRM
Task management
Calendar
Contact management
Pipeline management
Franklin Covey methodology

Pricing

Affinity

Subscription Custom pricing

PlanPlus Online

Subscription $15-$45/user/month

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

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