All editorials

    Buyer guide

    Relationship intelligence CRM: 12 platforms compared

    What a relationship intelligence CRM tracks, how the score works, and which platform fits your firm. Filter the table, then score one of your own accounts.

    Mariana Costa
    Mariana C.
    Writer · Updated 24 September 2026

    What is a relationship intelligence CRM?

    A relationship intelligence CRM reads your team's email, calendar and meetings, scores how warm each contact and account is, and flags the ones going quiet. Some platforms build this into the CRM. Others add it as a layer on top of Salesforce, Dynamics or HubSpot.

    Relationship intelligence platforms compared

    Show platforms for

    12 of 12 platforms

    Pricing source dates: 20 July 2026 to 12 October 2026.

    PlatformBuilt asRelationship scoreWarm introsCapturesPrice from
    LumenbaseCRM with it built inYesPartlyEmail, Calendar, LinkedIn, Calls and meetings$24.17/seat/moComplete, billed yearly
    AffinityCRM with it built inYesYesEmail, Calendar$166.67/seat/moEssential, billed yearly
    4DegreesCRM with it built inYesYesEmail, Calendar, LinkedInQuote only
    IntrohiveLayer on Salesforce, Dynamics, HubSpotYesYesEmail, Calendar, LinkedInQuote only
    NexlCRM with it built inYesYesEmail, CalendarQuote only
    Intapp DealCloudCRM with it built inYesYesEmail, CalendarQuote only
    Revenue GridLayer on SalesforceNot statedNot statedEmail, Calendar, Calls and meetings$30/seat/moActivity Capture 360, billed monthly
    NektarLayer on SalesforcePartlyNoEmail, Calendar, Calls and meetings, MessagingQuote only
    AttioGeneral CRMYesPartlyEmail, Calendar$35/seat/moPlus, billed yearly
    folkGeneral CRMNot statedNot statedEmail, Calendar, LinkedIn, Messaging$24/seat/moStandard, billed yearly
    HubSpotGeneral CRMNoNoEmail, Calendar, Calls and meetings$7/seat/moStarter, billed yearly
    SalesforceGeneral CRMPartlyPartlyEmail, Calendar$25/seat/moStarter Suite, billed yearly

    Feature sources reviewed Sep 24, 2026.

    Who each one fits

    • Lumenbase: B2B service firms of 5 to 200 people that want the score, the Feed and invoicing on the same record.

    • Affinity: VC and PE teams whose deal flow depends on the firm's network.

    • 4Degrees: Smaller private markets deal teams that want an Affinity-style CRM.

    • Introhive: Professional services firms that want relationship data inside the CRM they already run.

    • Nexl: Law firms that want a legal CRM with firm-wide relationship mapping.

    • Intapp DealCloud: Larger financial and professional services firms that need a configurable enterprise platform.

    • Revenue Grid: Salesforce teams that need email and calendar sync plus deal guidance.

    • Nektar: RevOps teams that want clean, automatic activity data in Salesforce.

    • Attio: Startups and scale-ups that want a flexible CRM with basic relationship signals.

    • folk: Small teams that want a light CRM for contacts, LinkedIn and email outreach.

    • HubSpot: Teams that want an all-in-one sales and marketing CRM more than deep relationship mapping.

    • Salesforce: Teams already on Salesforce that want activity capture and a basic answer to who knows this contact.

    Score an account with LumenScore's default rules

    Describe the people you know at one account. The score uses the same rules a new Lumenbase workspace starts with.

    • Contact 1

      100Very high

    • Contact 2

      50Medium

    • Contact 3

      35Low

    Account score

    62

    High

    Warm contacts: 1 of 3

    One warm contact carries this account. If they leave, the relationship goes with them.

    How a relationship score works

    Every platform names it differently. Affinity calls it relationship strength, Attio calls it connection strength, Lumenbase calls it LumenScore. The mechanics are close:

    Capture the activity

    Email and calendar are the baseline. Meetings, calls, LinkedIn and messaging add signal where the platform can reach them.

    Weight what matters

    Recent contact counts for more than old contact. A meeting counts for more than an email.

    Roll up to the account

    One warm contact at a company is a risk. Three warm contacts across two departments is a relationship.

    Let it decay

    A score that never falls is a vanity metric. The drop is the signal you want before the client says anything.

    LumenScore's default rules

    RuleWhenPoints
    Recent activityLast exchange under 7 days ago+20
    High activity volumeMore than 5 activities in 30 days+15
    Meeting engagementMore than 1 meeting in 60 days+20
    Decision makerContact's role is decision maker+15
    Stale contactNo exchange for more than 90 days-15

    Warning signs a relationship needs attention

    • No real conversation within the account's normal rhythm
    • Only one known contact at a company with a large contract
    • A key champion left and nobody filled the gap
    • Meeting frequency has dropped against six months ago
    • The only touchpoints are invoices and admin emails

    Which one fits your firm

    Venture capital or private equity

    Affinity, 4Degrees or Intapp DealCloud. They were built for deal flow and introduction paths.

    Law or accounting firm

    Nexl if you want a legal CRM. Introhive if you want to keep Salesforce, Dynamics or HubSpot.

    Sales team on Salesforce

    Revenue Grid or Nektar for activity capture. Salesforce's own Recommended Connections covers who knows whom at a basic level.

    Agency, consultancy or IT services firm

    Lumenbase. The score, the daily Feed, the account timeline, delivery and invoicing sit on one record.

    Frequently asked questions

    Sales intelligence tools like Apollo or ZoomInfo help you find new contacts. Relationship intelligence is about the contacts you already have. It tracks the health and history of those relationships, not the discovery of new ones.

    Mostly in where it lives. A platform like Introhive adds scores and intro paths to a CRM you already run. A relationship intelligence CRM like Affinity, Nexl or Lumenbase builds them into the CRM itself, next to deals and accounts.

    Yes. Introhive works with Salesforce, Dynamics and HubSpot. Revenue Grid and Nektar sit on Salesforce. Salesforce also has a basic built-in version through Einstein Activity Capture and Recommended Connections.

    It ranges widely. General CRMs with relationship features start around $20 to $35 per seat per month. Affinity lists $2,000 per user per year. Introhive, 4Degrees, Nexl and DealCloud are quote only.

    It shows accounts going quiet before they churn. A drop in contact rhythm, a thinning list of engaged people or a champion leaving all show up as a falling score while there is still time to act.

    Not in a surveillance sense. Most platforms read metadata such as who met whom and when, and show it at the account level: how often a client hears from you, from whom, and through which channel.

    Related guides

    Try the full workspace free for 30 days. No credit card required.