AffinityLive Professional Services Automation software combines your CRM with ticketing, project management and retainers, and allows you to build a seamless experience for your team and clients.
Like a self-driving car, AffinityLive can intelligently drive your business processes, alert you if things are going off track, forecast the future and make sure you never get lost. Focus on your clients and let AffinityLive take care of the details.
AffinityLive provides everyone on your team with the features they need to succeed in client service. From ticket tracking to time billing to invoicing to recurring work, AffinityLive gives you instant insight into resource utilization and profit margins for more successful projects.
Experience a new way to streamline your business with a fully integrated CRM, project management, time tracking, and billing software designed specifically for client-facing businesses.
The shared client database gives you a synchronized and intelligent platform to see client work in real time.
Bi-directional accounting sync with Xero, Quickbooks and Sassu.
Two-way, native sync with Google Apps, Office365, and Exchange.
To watch your team's effectiveness and have an overview of the work that was performed.
Run your sales process, track opportunities and send quotes for projects.
Full project management with Gantt chart planning,as well as real-time budget tracking and collaboration.
Ticket tracking with automated timers and capture on emails.
Easily manage ongoing projects or service contracts for your clients with auto billing and notifications.
Know who to staff pre-kickoff and who can help when scope changes.
Finally, there’s a complete business automation solution to connect all the moving parts of your service business. Instantly manage clients from sale, to project, to service issue and billing in just a few clicks. Experience a new way to streamline your business with a fully integrated CRM, project management, time tracking, and billing software designed specifically for client-facing businesses.
Easily automate your pipeline. Manage clients from prospect to payment with one easy-to-use app. AffinityLive tracks all client communication, employee work hours, and project progress automatically. AffinityLive lets you instantly see business performance, time billable, goal progress, and communication segmented by client, project, teams and more.
It’s never been this easy to run your service business with one cloud-based software. Instantly generate reports to see actionable data in real time. See why hundreds of professionals from lawyers to accountants to web designers and database administrators use AffinityLive to manage their professional service business.
Try it for free or schedule a demo now!