Take the pain out of managing retainers & contracts
Take the pain out of managing retainers and service contracts with integrated renewals, reporting and billing.
Create Service Contracts
Whether its recurring or pre-paid, AffinityLive has all the tools you need for customizable service contracts. AffinityLive handles all types of contracts in order to fit your business.
Track Contracts, Retainers and Budgets
Easily set up service contracts and retainers. Then track from projects all the way through to issues & support.
Easily Renew, Rollover and Invoice
The Contracts & Retainers Module makes it easy to renew recurring contracts, optionally roll-over unused allocations of time or budget from previous periods, and invoice clients.
Send Reports and Invoices for Extras
From time to time, a client will go over their allocated budget in a contract period. With just a couple of clicks, you'll have generated an itemized invoice - quick, easy, professional and accurate.
Capture Emails and Attachments
To make sure you and your team don't miss anything, AffinityLive automatically captures all client-related emails and attachments against opportunities in a central, searchable system.