Link the time you spend to the invoices you send

Client Contacts

  • Import and sync client contacts with Xero
  • Get a single client-view of work, invoices & payments
  • Send up-to-date account statements from AffinityLive

Sales Tracking

  • Track opportunities, pipeline and conversions in one place
  • Record meeting and call notes and visually track your team's performance
  • Schedule tasks and stay on top of your prospects

Project Tracking

  • Track projects, milestones and budgets in one place
  • Forecast your projects with real-time Gantt-Charts
  • Approve billable time spent on projects for progressive invoicing

Time Tracking

  • Manage tasks, time estimates and deadlines efficiently
  • Easily track time as you enter notes, meetings or send emails in AffinityLive
  • Assign, update and schedule tasks with drag-and-drop boards

Tickets & Support

  • Monitor client issues and easily assign resources
  • Customize your workflow statuses to help manage time efficiently
  • Easily report time on tickets for fast approval and billing

Contracts & Retainers

  • Create contracts to manage your ongoing services.
  • Easily renew or roll-over balances, including recurring tasks.
  • Auto-generate and email recurring invoices; never lift a finger.

Invoicing & Billing

  • Sync item, account and tax codes for fast invoice creation
  • New invoices are automatically pushed to Xero
  • Any payments made in Xero are reflected back in AffinityLive

Payments

  • Accept credit card payments with PayPal, Stripe or Authorize.Net
  • Receive bills electronically using the Xero network
  • See your cashflow in real-time

Try AffinityLive for free

  • Hassle free
  • No payment information required

What our users are saying

  • Patrick Curry, FootSteps Marketing

    Centralizing information is the key to an enterprise communication system. You are doing it seamlessly and effectively. Imagine what our web dev team is going to think when they see that all of their client communication has already been collected and segmented! I agree with your premise, this feature alone, is worth the price of AL.

  • Josh Govind, Winner Partnership

    One of the best things is the workflows. Being able to define the process to deliver a consistent quality service is really important for any services business. Everything is really easily customizable and they are always coming up with new useful functionalities.

  • Daniel Lynton, LyntonWeb

    Having a system to manage our client work makes it easier to focus on the things that we love - making the web, and the world, a better place for our clients, team and the wider community.