Welcome to AffinityLive! This short tutorial will cover new user essentials, like logging in, how to get help and also includes a video tour!
Getting your client data & contact details into AffinityLive is one of the first things you'll want to do. See how you can import yours, easily.
AffinityLive can store lots of data - from contact details to project details & lots more. This tutorial shows you how to find what you need.
Easily find and create tasks for all your client activities, and track your time using diary notes
Setting up AffinityLive to capture emails to and from clients helps your staff provide better service and track conversations about sales and projects.
More than just a database to log your time, AffinityLive lets you define your business processes around sales, client management, projects, support and contracts. As processes change, AffinityLive adapts.
AffinityLive gives you a crystal ball to see how busy you and your team are going to be today, next week and beyond, as you plan projects, tasks and sales work.
Manage staff availability with external calendar sync, simplify addressbooks with contact sync, and even streamline bookeeping with online accounting integrations!
Invoice for what you've budgeted - whether it's a project or a quick issue - or approve time logged by staff for progress-based invoicing.
Simple user management - adding users, editing your user settings - like timezone - seeing what access control groups you're in and more.
Since AffinityLive is all about the work you do for clients, the Companies and Contacts module is at the heart of the product.
Learn how to create, edit and manage client records, see how you can search, filter and run reports on your database, and discover how you can set up customize lookup fields, relationships and business processes.
The Prospects & Sales module helps your team better manage your efforts around sales and CRM.
In this section, you'll discover how to add new prospects, how to manage a prospect through a business process, capturing key details and tracking your progress, how to close an opportuity in AffinityLive and how to access funnels, forecasts and reports.
The Jobs and Projects module is at the heart of the work you do for clients.
In this section, you'll discover how to add, edit and work with jobs, how to create and run through a workflow or project plan and project components, how to approve the time your staff spend and invoice for billable work, and how to save templates of projects to use them again in the future.
The Issues & Service module helps you and your team to manage client service delivery, particularly those smaller, reactive things that come up from time to time.
Contracts & Retainers are an important part of AffinityLive, as they handle critical financial and approval business processes that are normally related to your most important clients.