Designed by former professional service business owners, AffinityLive is a professional services automation software used to manage sales and customer relationships, projects and deliverables, client support, automatic time tracking, and invoicing. The software automatically syncs with a user’s calendar, inbox, and smartphone, so they never have to log a client touchpoint or email again. It lets businesses manage clients from quote to project to invoice (and everything in between) all in one cloud-based app.
AffinityLive offers professionals and agencies a way to manage all their business operations from a single application, instead of using multiple tools and spreadsheets. The software allows for team collaboration and reporting, so professionals can make meaningful progress and access actionable data in real-time and on any device.
Because the software automatically tracks the time spent against each task, support ticket, email, and project, it instantly delivers complete client, project, and financial visibility.
AffinityLive integrates with other popular systems, such as Xero, Quickbooks, MailChimp, Office365, Google Apps, and more. It is a flexible option for businesses looking to increase organization within the company. It suits small to midsized professional service businesses including accounting firms, law firms, web-development agencies, consulting firms, MSPs, and marketing agencies.
Ruth from Joomla
Specialty: Web Design / Development
Employees number: 2 to 5 employees
I've been using Affinity Live since the early days, and they have never failed to listen to their customers, improve their product, and keep up with the times. Introducing new integrations and exciting features, alongside making the core functionality more slick, shows that they care about their customer base and they want to make a difference.
It's a little pricey, but you get what you pay for. The project management was a bit too clunky for us, and we needed to have something more software/development oriented so we use JIRA, which now integrates!
Have a go with the trial, and check out all the features. Compare it against having separate systems doing each part and you'll quickly see the cost benefit. The best thing for us was that we can have collaborators for free and only pay for our staff who 'do the work.'