Run your business from prospect to payment

A Professional Services Automation software that builds a seamless experience for your team and clients.

For businesses that need a system, not just tools

AffinityLive translates your professional business into a system that lives and breathes on its own. Automate the little details and focus on the work you enjoy doing.

  • A 360-View

    Get a snapshot of your entire business

  • All-in-one

    Connect all the moving parts of your business & streamline workflows

  • Flexible

    Configure the system to match your business processes.

  • Hands-free

    Work the way you want while knowing AffinityLive automatically tracks client communications

Try AffinityLive for free

  • Hassle free
  • No payment information required

Take different paths toward the same goal

AffinityLive provides everyone on your team with the features they need to succeed in client service.

Sales Tracking

Keep on top of your accounts & opportunities

Clickable Workflows

Easily transition from a closed sale to delivery & billable service

Powerful Project Management

Use powerful tools to plan budgets, timelines, resources, estimates and more.

Live Project Updates

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

Try AffinityLive for free

  • Hassle free
  • No payment information required

Getting paid for client support & ongoing work has never been easier

Email Request Queue

Communicate and serve clients as a team

Issue Monitoring

See reports of issues done and overdue

Ongoing Retainers

Automatically renew tasks & templates

Usage Tracking

Keep up with retainers in real-time

Try AffinityLive for free

  • Hassle free
  • No payment information required

Unify business communications

Using automation technology, AffinityLive brings in your critical business information without changing the way you work or compromising privacy.

  • Share your inbox

    Keep business communications in a central place

  • Access your files

    Automatically store files & email attachments next to their relevant record

  • Do more

    Make emails actionable with quick and easy task creation

  • Satisfy clients

    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