The introduction matters.So does every promise after it.
Compare two approaches to relationship CRM. Affinity combines network intelligence, activity capture and deal workflows. Emerson brings client conversations, commitments, documents and payments into the daily work of the firm.
Where Affinity fits.
Affinity is worth evaluating when warm introduction paths and deal sourcing are central to the job. Its official plans include automatic email and calendar capture; higher plans add meeting and AI capabilities. It is more than a relationship graph.
Checked September 23, 2026. Read Affinity’s official product and pricing information. Confirm current scope and terms with the vendor.
Compare the work, then the quote.
Plan details matter. Use this as a shortlist for your demo, then check your requirements against the actual proposal.
Emerson core includes 10 connected mailboxes and a 12-month term. Additional mailboxes are $75/month each. Operator support and custom implementation are optional.
Test the moments that put trust at risk.
A strong introduction can still go cold
A handoff should carry the history
Price the team you will actually include
Choose around the work you cannot drop.
Choose Affinity when its network intelligence, deal ecosystem and plan-specific capabilities fit your sourcing process. Evaluate Emerson when your priority is a shared client history and a practical workflow across conversations, documents and payments.
Emerson runs on SOC 2 Type II certified infrastructure, and our own certification is underway: policies, access reviews and audit logging are being put in place now, with the external assessment next. If a completed report is a hard gate for you this quarter, ask on the call and we will tell you exactly where we are.
Before you switch.
Does Affinity capture activity automatically?
Yes. Its official pricing page lists automatic email and calendar capture across tiers. The comparison is about workflow fit, plan coverage and price, not whether automatic capture exists.
Can we use both?
Possibly, but agree which system owns contacts, tasks and reporting before adding another subscription. A direct Affinity integration is not promised here. We can review overlap and available imports with you.
How long until it is running?
Standard setup takes two business days after we confirm the scope and receive the access and files we need. Larger migrations and custom work get an agreed schedule.
Can we get our data out?
Yes, whenever you ask, as a full export in a format you can actually open. Your data is yours. Emerson itself stays ours, so what you would take is the record, not the software.