End-to-End Professional Services Automation

A fully integrated, powerful platform that runs your business in the cloud

Benefits for your company

Our platform is built to help you reach success day by day

magic

Run your business from prospect to payment

AffinityLive Professional Services Automation software combines your CRM, with ticketing, with project management, and retainers and allows you to build a seamless experience for your team and clients.

intelligent

For businesses that need a system, not just tools

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 & let AffinityLive take care of the details.

profitable

Getting paid has never been easier

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.

integrated

Unify your business

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.

Product Features

Our features are simply built to help you manage your entire business

CRM & Client Database

Shared client database gives you a synchronized and intelligent platform to see client work in real time.

Invoicing & Payments

Bi-directional accounting sync with Xero, Quickbooks and Sassu.

Email Tracking

Two-way, native sync with Google Apps, Office365, and Exchange.

Timesheet report

To watch your team's effectiveness and have an overview of the work that was performed.

Sales

Run your sales process, track opportunities and send quotes for projects.

Projects

Full project management with Gantt chart planning and then real time budget tracking and collaboration.

Services

Ticket tracking with automted timers and capture on emails.

Retainers

Easily manage ongoing projects or service contracts for your clients with auto billing and notifications.

Team Scheduling

Premium

Know who to staff pre-kickoff and who can help when scope changes.

Pricing plans to fit any budget

PLUS

Growing teams that need more

$34

per user per month (billed annually)
$39/user/month (billed monthly)
  • Smart CRM + Email Tracking
  • Sales Tracking
  • Quotes
  • Project Management
  • Service & Issue Tracking
  • Contract & Retainer Tracking
  • Time Billing & Invoicing
  • Email Campaigns
  • Tasks, Notes & Attachments
  • Client Portal
  • Client Signoffs & Approvals

PREMIUM

Maximum flexibility & automation

$69

per user per month (billed annually)
$79/user/month (billed monthly)
  • Smart CRM + Email Tracking
  • Sales Tracking
  • Quotes
  • Project Management
  • Service & Issue Tracking
  • Contract & Retainer Tracking
  • Time Billing & Invoicing
  • Email Campaigns
  • Tasks, Notes & Attachments
  • Client Portal
  • Client Signoffs & Approvals
  • Unlimited Custom Sale, Project, Ticket & Retainer Types
  • Customized Business Processes
  • Automated Triggers & Notifications

Seamless integrations with leading platforms

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!