Having a system to manage our client work makes it easier to focus on the things that we love - making the web, and the world, a better place for our clients, team and the wider community.
We use AffinityLive Retainers Module for the monthly work we gain. This helped us nail down our workflow with templates and gave us 24/7 real-time reporting to hold each other accountable.
We're absolutely loving AffinityLive. The skills tagging feature took me by surprise and it's had a huge impact on our resource allocation process.
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!