Find out how AffinityLive can help you run your business better
Benefits
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Integrated: from Prospect to Payment
From sales opportunities to invoicing, and all the steps in between; AffinityLive ensures you've got all the info you need in one place. -
Dynamic Scheduling & Timesheets
Still juggling team and project schedules in Excel? AffinityLive updates schedules automatically when estimates or deadlines change. -
Automatic Email Capture
Are critical sales & project emails scattered in inboxes? AffinityLive automatically captures all client emails, storing them centrally where your team can find & use them. -
Powerful Workflow & Business Processes
No two clients or projects are the same, but without a system & processes, things can go very wrong. AffinityLive gives you a powerful, flexible & easy to use tool to bring order to chaos. -
Google Apps & Exchange Integration
With AffinityLive, you can sync your contacts, appointments, tasks and more with Google Apps or Exchange, so you and your team can keep using the tools they are familiar with. -
Social Integrations
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Secure & Easy to Use
All access to AffinityLive is encrypted, so you can be confident your information and access is safe and secure. Being browser based, AffinityLive is also very easy to use. -
Real Time Reporting
As a real-time, collaborative environment, you can instantly see business performance across clients, projects, teams and more, either through dashboards or detailed analytical exports.
Modules
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Clients & Contacts
A powerful yet easy to use client database, that allows you to see all the correspondence, sales, work & invoices with clients, quickly and easily. -
Sales & Marketing
Market to your leads & clients and then manage the sales & proposal process - which is fast, easy to use & designed for professional service sales. -
Jobs & Projects
Fully featured job tracking & project management, built to handle the flexibility needed by service professionals. Manage projects, budgets, time & tasks with confidence & ease, all in one place. -
Issues & Service
Deliver outstanding service & support with an integrated system that allows you to see the complete picture of the client relationship. -
Contracts & Retainers
Do you have retainers or service contracts with clients? Cut your billing & reporting hassles with the Contracts & Retainers, which links your work & timesheets to contracts automatically. -
Invoices & Payments
Easily create invoices from jobs, service issues, contracts & timesheets - and get paid for the work you actually do! You can also sync invoices to your main accounting package, instantly. -
Tasks, Scheduling & Timesheets
Helping you get things done, AffinityLive has integrated task tracking, project scheduling & timesheets - everything your team need to manage their time, work & deadlines. -
Email, Notes & Collaboration
AffinityLive automatically stores your emails, documents, meeting notes and more directly against the sale, project, service issue or client record, so you can easily find important info. -
Client Extranet
Provide your clients with realtime, 24/7 access to their own project, contract, service and account info to improve transparency, service levels & help clients help themselves.
Find Out More
Book a Demo
Want to see AffinityLive in action?
Sign up for one of our free, interactive walk-throughs, and just for coming along you get an awesome free AffinityLive t-shirt!
Available in a range of time zones for your convenience.
AffinityLive takes you through the entire business process
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AffinityLive helps you create, track, manage & convert professional service sales without hassles & fuss.
Sales +
Marketing -
All you need to manage and track professional service projects, from 3 day jobs to projects lasting months.
Jobs +
Projects -
Pre-filled timesheets, automatic time logging, easy approvals & realtime reports make it easy to manage budgets work done.
Timesheets
+ Approvals -
Deliver outstanding service & support with an integrated system that allows you to see the complete picture of the client service relationship.
Issues +
Service -
Take the pain out of managing retainers and service contracts, with integrated renewals, reporting & billing.
Contracts + Retainers
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Create invoices from work done, send them to your clients without leaving AffinityLive.
Integrate with a range of accounting apps:
Invoices + Payments
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Take control and more easily manage work, deadlines and schedules, in real time, across your whole team.
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Never lose an important email again with completely automatic, intelligent email capture & indexing.
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Use AffinityLive to store, version and index your documents where your staff are doing their work.
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Automatically sync client, work and schedule information with Google Apps or Microsoft Exchange.
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Reduce uncertainty, increase utilization and embrace change with automatic, real-time, dynamic scheduling
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Save time & improve transparency with the client extranet for realtime, 24/7 access to projects, contracts, service and account info.