CRM quote

Revolutionize the Way You Work: Take Your Quotes to Projects Instantly

21 Jul, 2015 by Eliana - comments

When it comes to working with clients, do not underestimate the importance of your quote. Your quote is the initial commitment you make with your future-to-be client about the deliverables you promised, and providing them with a comprehensive quote is paramount to ensuring the success of your relationship. In reality, though, the problem faced by many...
playbook

17 Jul, 2015

Dominate With the Right CRM

Posted by Eliana - comments

You’re a midfielder who needs to get the ball from one side of the field to the other. With 10 seconds left in the match, you need a quick play to secure a win. That’s when you are reminded of the game-day playbook that details this precise situation. You dribble down the left of...
email sync 2

3 Jul, 2015

Why email synced to your CRM is the best thing ever

Posted by Eliana - comments

Email is the lifeline of modern business and one of the main tools we use daily in our personal and professional lives to help us communicate. But, let’s be honest; email is no longer helping us communicate. You may have noticed that email lacks a team element and fosters a space around the individual. The...
asset icon2

2 Jul, 2015

Asset Tracking in AffinityLive

Posted by Hugh - comments

Right at the heart of AffinityLive is your client database - where you keep track of client and contacts, and from which you create sales opportunities, projects, service tickets and more. While you've always been able to extend and customize the fields you store against clients and contacts to match the needs of your business,...
road ahead

30 Jun, 2015

Where to now for AffinityLive?

Posted by Geoff - comments

Any time you hit a major milestone in life, it is natural to reflect upon where you’ve been, where you are and what the future holds. In the case of AffinityLive, we're no different. Becoming a venture-backed company is a big change for a bootstrapped company and I wanted to take some time to share...
funding hero

30 Jun, 2015

AffinityLive Raises $2 Million Funding Round

Posted by Eliana - comments

We are excited to announce that we recently closed a $2 million funding round to further accelerate client growth and product innovation. Led by Blackbird Ventures with Rothenberg Ventures and a number of professional services industry leaders also participating, this round adds both capital and a great roster of investors to help us take the business...
email2

25 Jun, 2015

Fight back the chat-app trend - start capturing every email with AffinityLive

Posted by Eliana - comments

We are part of a transitional time period, where trends come and go and industries change rapidly. This change is apparent in one of the fastest growing industries - communication. It seems like every month there is a new app being released that is designed to save us all from the clunky mishaps of email....
ActivityStream IOS App

23 Jun, 2015

Bringing Activities to your Smartphone!

Posted by Hugh - comments

Activities are at the heart of AffinityLive - they're how people communicate, make notes, log time, send emails, track appointments and more. Until now, however, the ubiquity and flexibility of activities has meant their support in our mobile apps has been limited to just logging time - the cool stuff, like seeing activity streams, viewing...
Datto

12 Jun, 2015

We're Heading on the Road to the 2015 Datto Partner Conference

Posted by Eliana - comments

AffinityLive is excited to announce that we will be exhibiting and speaking at the 2015 Datto Partner Conference in New Orleans from June 15-17! If you are attending, please stop by booth 200 and say hello. We would love to talk with you and answer any of your questions about AffinityLive. In addition to some...
Math

11 Jun, 2015

Now AffinityLive Knows Math! Custom Formula Fields Now Available

Posted by Hugh - comments

Our users have long told us how much they love our custom fields - whether it is for tracking key dates, picking from lists of options to make reporting easier or just being able to do away with those pesky spreadsheets for tracking lots of details on sales, projects, tickets and retainers, our custom fields...