Modules

Product » Modules

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.