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

  • Dan Belhassen, Neovation

    AffinityLive delivers more than promised by enabling us to manage our clients, projects, tasks and time with ease. Their responsiveness to questions and ideas puts them at the head of the pack when it comes to supporting their clients in getting the most out of their system. As software developers, we know what it takes to deliver the goods to a diverse global client base – and Affinitylive raises the bar.

  • Mike Coy, True Merchant Advantage

    After years of frustration with different CRM companies we've FINALLY found a home with AffinityLive! It allows our reps to keep track of their prospects through the entire sales process and close more deals.

  • Alexis Pratsides, MintTwist

    The productivity of the different departments has been improved because the visibility of what everyone’s doing has improved.