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.