Leads, Clients, Vendors, Contractors or Partners - everyone the business talks to.

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 :)

• When you're logging time or entering a file note, you use an activity. There are lots of places you can add an activity! Note that you generally don't log work against a company, but against a prospect, issue or job for that company.
• Activities also include emails, so you can track important conversations in the right place.
• Tasks are useful for assigning small items of work. You record progress on a task by adding an activity.
• A component is similar to a task, but is specifically used in the Jobs module as it provides more project management features.

Does my company need to be in AffinityLive?

- 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".