This module provides many of the features found in a traditional Customer Relationship Management (CRM) system, but is tightly integrated with the other modules in AffinityLive, so that almost everything in AffinityLive ties back to a client, or "company" record
The diagram below gives a high-level representation of how some of the main parts of AffinityLive interact:
Note that to keep things simple, we've left invoicing out of the picture, for now :)
- You may wish to create your company record in Affinity to keep track of internal projects, issues, staff details and other notes.
- Creating each staff member (user) as a contact is usually unnecessary and can be confusing. It may also cause internal email conversations to be captured against those "contacts".