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AffinityLive

Software by AffinityLive

Work Smarter.

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• 4.9
• 12 reviews
• 7,931 followers

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Key Features of AffinityLive

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Overview of AffinityLive

AffinityLive offers an all-in-one CRM, project management, time billing, accounting, administration and client support solution. It was designed specifically for professional services companies, particularly in the web development/design and consulting sectors.

AffinityLive Sync is a FREE product that combines the power of your team's inboxes. It works by capturing all client emails and attachments to one place. It integrates with your Google Apps, Microsoft Exchange, Outlook, or Office 365 account.

AffinityLive has integrations with Google Apps, Microsoft Exchange, Microsoft Office 365, Quickbooks, Xero, Saasu, Yammer, Twitter, and Business Catalyst.

Paid plans start at $29/user/month.

Read full description for AffinityLive ↓

AffinityLive provide you and your team with a single, easy to use and integrated system to manage the work you do for client clients. AffinityLive has a series of modules and key components.

Modules

Clients & Contacts: A powerful yet easy to use client database, that allows you to see all the correspondence, sales, work & invoices with clients, quickly and easily.

Sales & Marketing: Market to your leads & clients and then manage the sales & proposal process - which is fast, easy to use & designed for professional service sales.

Jobs & Projects: Fully featured job tracking & project management, built to handle the flexibility needed by service professionals. Manage projects, budgets, time & tasks with confidence & ease, all in one place.

Issues & Service: Deliver outstanding service & support with an integrated system that allows you to see the complete picture of the client relationship.

Contracts & Retainers: Do you have retainers or service contracts with clients? Cut your billing & reporting hassles with the Contracts & Retainers, which links your work & timesheets to contracts automatically.

Invoices & Payments: Easily create invoices from jobs, service issues, contracts & timesheets - and get paid for the work you actually do! You can also sync invoices to your main accounting package, instantly.

Tasks, Scheduling & Timesheets: Helping you get things done, AffinityLive has integrated task tracking, project scheduling & timesheets - everything your team need to manage their time, work & deadlines.

Email, Notes & Collaboration: AffinityLive automatically stores your emails, documents, meeting notes and more directly against the sale, project, service issue or client record, so you can easily find important info.

Client Extranet: Provide your clients with realtime, 24/7 access to their own project, contract, service and account info to improve transparency, service levels & help clients help themselves.

For a video tour, please visit http://youtube.com/affinitylive

Specifications

AffinityLive Pricing

Benefits

AffinityLive offers a fully integrated CRM + Project Management + Billing software designed specifically for client-facing businesses. From sales opportunities to invoicing, and all the steps in between; AffinityLive ensures that your work is effectively managed.

Automatic Email Capture

Are critical sales & project emails scattered in multiple inboxes? AffinityLive automatically captures all client emails, storing them centrally where your whole team can find & use them.

Powerful Workflow & Business Processes

No two clients or projects are the same, but without a system & processes, things can go very wrong. AffinityLive gives you a powerful, flexible & easy to use tool to bring order to chaos.

Google Apps & Exchange Integration

With AffinityLive, you can sync your contacts, appointments, tasks and more with Google Apps or Exchange, so you and your team can keep using the tools they are familiar with.

Dynamic Scheduling & Timesheets

Still juggling team and project schedules in Excel? AffinityLive updates schedules automatically when estimates or deadlines change.

Social Integrations

There are many more ways for your team to work with clients these days. AffinityLive is integrated with Twitter, Yammer & LinkedIn, allowing you to use social platforms to deliver great service.

Secure & Easy to Use

All access to AffinityLive is encrypted, so you can be confident your information and access is safe and secure. Being browser based, AffinityLive is also very easy to use.

Real Time Reporting

As a real-time, collaborative environment, you can instantly see business performance across clients, projects, teams and more, either through dashboards or detailed analytical exports.

User Reviews for AffinityLive

  Best system on the market!

Since we use Affinitylive our profit doubled.

— Renzo Koning (Nedfinity) (9th of January)

  Raising the Bar

AffinityLIve has delivered more than it promised when it comes to enabling us to more effectively manage our clients, projects, tasks and time. Their quick responsiveness to questions and suggestions puts them at the head of the pack when it comes to supporting and enabling their clients to get the most out of their system. As a software development company, we know what it takes to deliver the goods to a diverse global client base – and Affinitylive raises the bar. Thanks for making our daily workload easier to manage – this will really contribute to the bottom line! And they understand that’s what it’s all about – passionate productivity for the purpose of profitability. We’re impressed – and we don’t impress easily.

— Dan Belhassen (Neovation) (3rd of December, 2012)

  Excellent choice for professional service companies

AffinityLive has made it possible for us to perform all operations in our company within one program. We use it to time track, control issues and projects, keep track of all communication with customers and suppliers - well basically all operations needed to run a professional service company like ours.

— Kasper Prentow (2nd of December, 2012)

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Watch AffinityLive in Action

Integrations

Vendor Native Integrations