AffinityLive Software


 

AffinityLive is a cloud-based professional services automation software used to manage sales and customer relationships, projects and deliverables, client support, time tracking and invoicing. The software syncs with user’s calendar, inbox, and smartphone and allows them to manage clients, quotes, projects, invoices and more.

AffinityLive offers agencies a way to manage their business operations. The software allows for team collaboration and reporting, so professionals can make meaningful progress and access actionable data in real-time on their device. The software tracks the time spent on each task, support ticket, email, and project, it instantly delivers a complete visibility of project and financial requirements.

AffinityLive integrates with third-party systems, such as Xero, Quickbooks, MailChimp, Office365, Google Apps, and more. It suits small to midsize professional service businesses including accounting firms, law firms, web-development agencies, consulting firms, MSPs, and marketing agencies.

 

AffinityLive - Real-time data
 
  • AffinityLive - Real-time data
    Real-time data
  • AffinityLive - Sales
    Sales
  • AffinityLive - Team collaboration
    Team collaboration
  • AffinityLive - Manage clients
    Manage clients
  • AffinityLive - Client communication
    Client communication
  • AffinityLive - Integration
    Integration
Supported Operating System(s):
Web browser (OS agnostic)

1 Review of AffinityLive

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Ruth from Joomla
Specialty: Web Design / Development

November 2013

November 2013

Awesome software, responsive team, helpful support - recommended!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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!

Recommendations

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.'