Affinity CRM vs. Envestnet Tamarac
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 Affinity CRM | Score9.3 out of 10 | N/A | Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers. | $2,000 per year per user |
 Envestnet Tamarac | Score4.8 out of 10 | N/A | Envestnet Tamarac (part of Envestnet since 2012) is a financial services CRM featuring a client engagement tools such as a client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, as integrated financial planning. | N/A |
| Affinity CRM | Envestnet Tamarac | |||||||||||||||
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| Editions & Modules |
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| Offerings |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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| Affinity CRM | Envestnet Tamarac | |
|---|---|---|
| Likelihood to Recommend | 9.0 | - |
| Likelihood to Renew | 10.0 | - |
| Usability | 8.0 | - |
| Support Rating | 9.3 | - |