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Effortless coordination and tracking that works for everyone
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Dynamic task scheduling
AffinityLive brings all of your work, deadlines and tasks together so you can easily see what your team has got on and when it is due. When things change, AffinityLive adapts automatically, saving hours of schedule shuffling.
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Coordinate the whole team
AffinityLive is integrated, allowing sales, project, service and admin staff to all work together, eliminating data silos, improving team productivity and delivering better and more responsive service to clients.
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Real time activity & reports
Because AffinityLive is centralized and real time, you're able to manage your business better by seeing activity, budgets change & work progress occur without delay, while work & budget forecasts help you manage proactively.
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Workflow & business process
AffinityLive helps you systemize your business with workflows and business processes that strike a balance between consistency and flexibility that professional service businesses need.
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From sales through to projects, timesheets and then billing - all in one
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CRM, Sales & Marketing
With a CRM designed especially for professional services firms, AffinityLive is much easier to use than "product" focused packages. AffinityLive focuses on managing relationships, selling solutions, tracking proposals & running outbound marketing campaigns.
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Project Mgmt & Job Tracking
AffinityLive boasts a fully featured job tracking & project management module, which balances the benefits of structure with the flexibility needed by service professionals. Manage projects, budgets, time & tasks with confidence & ease, all in one place.
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Service, Support & Retainers
AffinityLive helps your team deliver outstanding service & support with an integrated system that allows you to see the complete picture and client relationship. With integrated retainer management, you can deliver great service & support and get paid for it.
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Timesheets & Invoicing
AffinityLive makes recording and approving time spent on projects easier than ever before. From there, you can easily create invoices and get paid for the work you actually do! You can also sync invoices to your main accounting package, instantly.
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Capture emails, manage docs & sync schedules
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Automatic Email Capture
Are critical sales & project emails scattered in inboxes? AffinityLive captures all client emails - including attachments - and stores them centrally where your team can find & use them, intelligently and automatically.
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Document Management
Make sure your staff can access the documents where they're doing the work, by using AffinityLive for document management. Documents are stored, versioned and indexed, and are accessible via the browser or network drive.
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Calendar & Contact Sync
AffinityLive helps schedule your work, but it doesn't replace your calendar - instead, it synchronizes in real time. AffinityLive can push client info to your address book & keep it in sync, ensuring you have key contact info when you need it.
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Accounting Integration
As the place where projects, issues, timesheets & budgets live, AffinityLive is great for raising invoices, but it isn't an accounting system. Thankfully, AffinityLive can sync with Xero & Saasu, as well as export to MYOB & others.
