Run your business from prospect to payment

    AffinityLive PSA combines all the tools you need to run a professional service business in the cloud. 

    • Get all products in one, integrated platform

    • Keep on top of you and your team's tasks

    • Easily convert client activities into sales, projects, issues and more.

    • Flexibly invoice for projects, issues and more

    • Get an overview of all project, sale and client activity

    Manage your most valuable client relationships

    Build better client relationships with AffinityLive's CRM and sales tracking tools. Keep on top of your key opportunities and make sure that every client knows you're thinking of them with automatic reminders, triggers and emails. 

    • Effortlessly keep on top of sales and opportunities

    • Customize your sale statuses and progressions

    Project management the whole team can use

    AffinityLive's unique hybrid project management tool allows you to plan the scope of your project while maintaining flexibility as it changes. Internal knowledge also allows you to stay consistent as you move from sale to project. 

    • Plan projects with a live, interactive Gantt-chart

    • Get a real-time overview of your projects and their progress

    Effortlessly track your client service and issues

    Make your client services profitable by automatically tracking all of the work and communications your team provides for clients. 

    • Keep all of your service communications in one, actionable place

    • Real-time reporting and monitoring of your client services

    Easily manage your ongoing work

    AffinityLive allows you to track your recurring work in an easy-to-use, flexible module that stays integrated with your client accounts. 

    • Automatically renew tasks and templates every period

    • Track usage by budgets or hours

    Stay on top of client communications

    By integrating with your team's email accounts, AffinityLive automatically tracks all of the relevant, client conversations in one place. Stop chasing people for updates and keep everyone on your team on the same page.

    • Keep business communications in a central, shared inbox

    • Automatically store files & email attachments next to their relevant record

    • Make emails actionable with quick and easy task creation

    • Let clients see their account info and make requests via the client portal

Pricing plans to fit any budget

PLUS

Growing teams that need more

$34

per user per month (billed annually)
$39/user/month (billed monthly)
  • Smart CRM + Email Tracking
  • Sales Tracking
  • Quotes
  • Project Management
  • Service & Issue Tracking
  • Contract & Retainer Tracking
  • Time Billing & Invoicing
  • Email Campaigns
  • Tasks, Notes & Attachments
  • Client Portal
  • Client Signoffs & Approvals

PREMIUM

Maximum flexibility & automation

$69

per user per month (billed annually)
$79/user/month (billed monthly)
  • Smart CRM + Email Tracking
  • Sales Tracking
  • Quotes
  • Project Management
  • Service & Issue Tracking
  • Contract & Retainer Tracking
  • Time Billing & Invoicing
  • Email Campaigns
  • Tasks, Notes & Attachments
  • Client Portal
  • Client Signoffs & Approvals
  • Unlimited Custom Sale Types
  • Business Processes Automation

Seamless integrations with leading platforms