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How to Connect Affinity with X2CRM (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
X2CRM

X2CRM

★★★ 3.6
Crm General Crm

An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation.

Full Review

About These Tools

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

X2CRM: An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation.

Key Features

Affinity

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

X2CRM

  • Contact management
  • Marketing automation
  • Workflow designer
  • Sales pipeline
  • Service tools
  • Reports

Pricing

Affinity

Subscription Custom pricing

X2CRM

Freemium Free (open source)

Detailed integration guide coming soon. We're researching the specific ways Affinity and X2CRM work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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