All of your important information on sales, projects & issues, where you need it so you can't lose it.
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.
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.
By capturing, indexing and filing emails between staff and clients - including file attachments - filing them against the task, sale, project or other relevant part of the system, you get a central, searchable and real time update of what has been said, by whom, about what.
Integrated document management
Almost every type of work involves the creation and sharing of documents. In most businesses, these documents are stored on a network drive, left in emails as attachments or simply lost.
With AffinityLive, you can store and manage all of the documents related to whatever you're working on; sales proposals, project briefs, service contracts & agreements, you name it. The documents are all stored in AffinityLive, version controlled, and for common document formats, indexed and searchable. You can even access these documents via a "network drive" interface, which makes AffinityLive both user friendly and familiar for users everywhere.
Searchable file notes & call logs
While project plans, task lists, gantt charts and key dates are important, some of the most important information lives in file notes, meeting reports and call logs. AffinityLive makes it easy for staff to capture this sort of important information against tasks, projects, service requests and more, and to search through this information if you need to find it later.
Google Apps & Exchange integration
While AffinityLive is the central tracking tool for your business, you'll still want to have a single calendar which includes not just client work, but also internal meetings, personal appointments and more.
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.