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Automatically organize all of your contacts, emails and attachments by client. Share with your colleagues & easily control your privacy. (more)

autoemail
Clickable graph shows how many activities occurred each day
Expand conversations to see all emails across your whole team
See which contacts you & your team interact with the most

Sync address books across your team with a database that grows and learns automatically. (more)

clientview
A searchable list of all contacts against a client account
See activities, attachments & more for a client in one place
Control what other users can see with relationship settings
See active client sales, projects, issues & retainers at a glance

Synchronize AffinityLive with your Google or Exchange/Office365 address book to make sure everyone's contacts are always up-to-date. (more)

addressbooksync3

Easily manage all of your client work in one place with task management, powerful work logs and timesheets that are automated in real-time. (more)

PROJECTS3
Timesheet automatically contains emails you've sent to clients
Easily see the hours you've already logged (and those you haven't)
Lists of your active tasks & timers make logging your work a breeze

Win more sales by having all of your notes, appointments, emails, attachments & custom fields at your fingertips.

saleview
See emails, notes, meetings and all other activities in the feed
Easily update your sale status
View all of the sale's projects at a glance
Get a quick overview of the sale
Visualize your efforts with the sale analysis chart

Manage all of your professional projects with real-time forecasts of budgets & deadlines for managers, and easy task management for your team. (more)

project2
Easily approve or invoice your project budget
Stream through the project activities, schedule and documents
Customize project milestones and keep track of the entire process
Create tasks quickly and easily

Easily track all of your client service work in the same system you use for sales & projects. Record the time you spent to make billing effortless. (more)

issue
Issue tickets are submitted by clients and assigned to staff
Track all work done to resolve the issue
See emails, notes and documents in the activity stream

Take the pain out of managing retainers and service contracts with integrated renewals, real time utilization reporting and automated billing. (more)

newcontracts2
Create recurring and pre-paid service templates
Assign period dates and get an overview of progress and tasks
View all of the company activity within your retainer

Easily create invoices from projects, service issues, contracts and timesheets. Automatically sync them with your main accounting software. (more)

invoice2
Create and send invoices for any project, issue or retainer
Integrate with Xero, Saasu, or Quickbooks by choosing the appropriate ledger code

See real-time forecasts of your schedule and workload, which updates automatically when tasks, estimates or deadlines change. (more)

dynamicscheduling
View scheduled commitments by day
Allocate tasks to your schedule by dragging and dropping

AffinityLive's dashboards give you instant and powerful insights into clients, sales, projects, staff, work and much more. (more)

dashboard
Visualize the value of your sales pipeline
See which sales are making you the most money

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