AffinityLive + Quoteroller

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For a while now, one of our most requested features was a way to create and send professional quotes from AffinityLive. Sure, AffinityLive has a great CRM and sales process, and then once you win the deal you have all the project management and support in one place. But what was really missing was a...

Import previous emails with new contacts

Posted by Geoff - comments

One of the things our users really like about AffinityLive is our automatic e-mail capture - now the left hand can know what the right is doing, and important sales, projects, and service e-mails between staff and clients are liberated from your inboxes. But, to enable such an amazing automated feature, we also had to build...

Auto contact sync for you and your team

Posted by Hugh - comments

Another feature AffinityLive users rave about is the system's ability to synchronize the contacts in AffinityLive with your address book in Google Contacts or Microsoft Outlook/Exchange/Office365 Contacts! When we were initially developing this feature we were conscious that companies could easily have tens of thousands of contacts, and with the increasing use of smartphones and the...

Accepting payments from clients in AffinityLive

Posted by Geoff - comments

We're looking for beta users to test our new integration between AffinityLive and three leading payment providers - PayPal, Google Checkout, and Authorize.net.  While AffinityLive can create invoices, the payment piece is something we haven't implemented previously. If you're someone who likes to collect payments from clients via PayPal, Google Checkout, or if you're a bit...

Calendar to Timesheet Sync is Live

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*We've just launched a new feature which will make it a lot easier for you to get your team to update their timesheets - Now AffinityLive can quickly and easily take entries from your Google or Outlook Calendar, and turn them into workable entries on your timesheets in the system!* *How it works Around once every...