Benefits

Product » Benefits

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

There are many more ways for your team to work with clients these days. AffinityLive is integrated with Twitter, Yammer & LinkedIn, allowing you to use social platforms to deliver great service.

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.