After years of frustration with different CRM companies we've FINALLY found a home with AffinityLive! It allows our reps to keep track of their prospects through the entire sales process and close more deals.
We are very excited that we can now track projects and support tickets neatly while integrating with Campaign Monitor and, shortly, Quickbooks to streamline our processes.
AffinityLive delivers more than promised by enabling us to manage our clients, projects, tasks and time with ease. Their responsiveness to questions and ideas puts them at the head of the pack when it comes to supporting their clients in getting the most out of their system.
AffinityLive is the number one Xero integrated CRM, project management, and professional services automation solution. Instantly connect your Xero account with AffinityLive’s cloud solution to easily manage, track, and send invoices to your clients. It’s never been this easy to run your service business with one powerful integrated tool for professional services.
Experience a fresh way to streamline your service billing, project management, and customer relation management with one power integrated solution. AffinityLive lets you automatically track time, progress, and milestones on the fly, while automatically sending your clients quotes and invoices. Reduce administrative burden, and streamline your project management so you can deliver superior service.
Get complete financial visibility when you use Xero and AffintiyLive together. Leverage actionable data in real time, on any device, for instant financial, project, and client snapshots. It’s free to try. Get set up in under five minutes. Try our Xero integrated CRM and project management software now!