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

  • Wendy Kerrison, Breathe Business

    AffinityLive is the most flexible, powerful, best value CRM on the market. The ease with which it integrates with online accounting programs, the reasonable pricing structure not to mention the great support constantly reinforces our decision to use AffinityLive. We love it!

  • MJ McBride, Rebel Interactive

    AffinityLive has given us one place to confidently manage extraordinary client service.

  • Ruth Cheesley, Virya Technologies

    We moved to AffinityLive because we needed more granular control over how much time was being spent on projects, support contracts, and dealing with email and phone enquiries by our world-wide team. Definitely the right decision to make and we'd wholeheartedly recommend it to other businesses.