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.
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.
Centralizing information is the key to an enterprise communication system. You are doing it seamlessly and effectively. Imagine what our web dev team is going to think when they see that all of their client communication has already been collected and segmented! I agree with your premise, this feature alone, is worth the price of AL.
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!