Integrated: from Prospect to Payment
Create your AffinityLive account now!
Don't let multiple manual systems slow your team down and hold your business back.
From sales opportunities to invoicing, and all the steps in between; AffinityLive ensures you've got all the info you need in one place.
Watch video - Integrated: from Prospect to Payment
Everything in one place
AffinityLive puts all the important information about your clients and the work you're doing for them in one central and easy to use place. From the client dashboard, you can see sales opportunities, projects, service & support activities and an invoice history quickly and easily.
Less duplication of data, time & effort
If you've got one system for tracking sales, another for managing projects, another for timesheets and yet another for accounts, you're either spending a lot of time keeping client details consistent, or you've just given up and accept that your client info is scattered everywhere - and that isn't including your email address book, mobile phone or the dozens of spreadsheets you've likely built over the years!With AffinityLive, you don't have this problem. All client focused data is in one place, and is connected together. If you get a new client contact, they're available everywhere, and if they change their details, there's just one change to make. So you can spend time supporting your clients and making money, rather than keeping your own house in order.
Get everyone together
If you've got multiple systems (or spreadsheets!) you'll know how important information can fall through the cracks when a project moves from sales, into production/delivery, and then into ongoing service and support.Because AffinityLive is integrated, the full history - from the very first sales promises through to the detail of managing and supporting a project and client is handled in an integrated, common platform, which means less confusion, less mistakes and better client service.