Clients & Contacts
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Client relationships are critical in a professional service business. Manage them better with AffinityLive.
A powerful yet easy to use client database, that allows you to see all the correspondence, sales, work & invoices with clients, quickly and easily.
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Driven by a real, relational database
The real world is complicated; contacts sometimes wear multiple hats, and over time they move between different clients and accounts. Then there's the need to tag, group and categorize clients, contacts and have custom fields critical for your business - supporting these real world needs while keeping the system user friendly and flexible can be tough.AffinityLive handles all of this out of the box because it is driven off a real, relational database. Contact histories can follow an individual as they move from job to job; you can easily create custom fields and groups for clients and contacts without any programming, and through the many other modules in AffinityLive, you're able to access all this rich, core data with just a click of the mouse.
Delivering a single client view
While CRM systems have long promised a single client view, AffinityLive delivers. Simply glancing at a client record can reveal sales, projects, service and accounts, as well as automatically captured emails to and from clients; AffinityLive becomes the window to all your client activities, helping you strengthen relationships by knowing exactly what is going on.
Easily search, customize & report
Your client information is valuable, but only if you can find and use it. AffinityLive makes it easy for non-technical users to customize and configure fields, categories and segmentations, so you can file and organize your important client information in a way that makes it useful to you.Additionally, AffinityLive has a powerful search and query engine, allowing you to access subsets of your client database in a quick, easy and yet powerful way. Once you have a list of clients, you can then export reports of client information with a simple click.
Geographically aware & global
AffinityLive is a geographically aware, and through its integration with Google Maps, you're only a click away from seeing client locations and getting travel directions.With AffinityLive, you'll never need to do mental "What time is it where my client is?" calculations again, as it has built-in timezone databases that tell you what time it is at any of your client's offices and addresses, instantly.