AffinityLive CRM is the only sales and marketing platform built specifically for professionals. By focusing on your needs, CRM skips the complexity and clunkiness common in other CRM products to help you focus on important client relationships.
With powerful technology, the platform almost entirely eliminates data entry, automatically importing all of your emails and appointments with clients into a CRM that grows and learns as you grow. AffinityLive is the Smarter CRM that lets you focus on your clients while it takes care of the little details.
AffinityLive Service is designed for professionals who need to deliver outstanding client service, and get paid for it. With powerful and configurable business processes and automation, AffinityLive Service gives your business a scalable, repeatable platform for delivering quality service, faster.
By combining client requests, ticket tracking, time and expense logging and integrated billing, AffinityLive Service eliminates administrative burdens so you and your team can focus on your clients.
By combining the key needs of project planning, tracking and collaboration in one platform, and then making it easy to assign work, track progress and see budgets and profitability in real time, AffinityLive Projects makes it easy to manage all of your client work in one place.
With support for both traditional and agile methodologies (including within the same project), AffinityLive Projects is a platform for your whole team to use throughout the life of a project, in real time and on any device.
AffinityLive Retainers makes it easy for professionals to provide ongoing service to their best clients - the ones who are more partners than customers. With the ability to set up highly flexible service contracts with clients - pre-paid, post-paid, hybrid, fixed price, unlimited hours and more - AffinityLive Retainers takes the administrative burden out of delivering ongoing services to clients.
With automated billing, recurring tasks and notification triggers, you can get a heads up when included time is running out and makes it easier than ever to engage your best clients and track your ongoing services in real-time.
AffinityLive is the PSA platform that you’ve always wanted. Easy-to-use, automated and intelligent - AffinityLive lets you finally run your entire business in the cloud. Experience the most streamlined, integrated, and powerful professional service automation software that easily allows you to connect all the moving parts of your business in one cloud-based platform.
AffinityLive PSA includes CRM, Projects, Service and Retainers to manage your entire business, from prospect to close and everything in between.
Auto-generating invoices and tasks is awesome. We setup our support services in AffinityLive’s Contracts & Retainers Module, I just quickly approve the work done, generate the invoice and send it off to clients.
Before AffinityLive we were bouncing between a CRM and several different sales, support, billing, and time management tools. I just knew we needed something better to run our business and support our clients. Today we use AffinityLive and it does what all those platforms use to do for us.
The ability to seamlessly transition from a project phase into an ongoing service phase with the same client using the same tools, framework & billing has helped us turn this good theory into a reality.
AffinityLive is the most complete professional services automation solution on the market. Stop using cumbersome tools that don’t integrate to run each part of your service business. Switch to AffinityLive and experience a fresh way to run your entire business, service, and client operations with one cloud-based app. AffinityLive lets you manage and automate mission-critical business tasks so you can focus on more important things.
Our cloud-based PSA software was tailored specifically for professional services. It’s never been this easy to leverage enterprise-level business automation, CRM, project management, client billing, and time tracking for your service business. Get complete 360 degree client, project, and financial visibility on any device. Easy team collaboration and powerful reporting let’s your team accomplish more, in less time.
Getting set it up is easy, so what are you waiting for?
Get a full feature trial now.