Our experience in working with professional service businesses tells us that you need more than just a database of clients and a place to log time. To grow the business, you need a system and business processes, to see where work it up to, to help new staff learn quickly, and so improvements or changes to processes can be taken on board.

That's why we've gone to a lot of effort to make AffinityLive much more than just an online database.

You can configure and customize AffinityLive to fit the way your business runs, building in processes and workflows quickly and easily, to give you a business operating system.

To help you get started, the below video shows some of the things AffinityLive can do to help you create, manage and run your business processes.

To start configuring AffinityLive for the way your business works, check out the Detailed Guides section.

If you'd like a hand getting going or you've got questions, feel free to email my help team at support@affinitylive.com.

Video Highlight

How can AffinityLive run your business processes & give your business an operating system?

Detailed Guides: Setting up your business processes

AffinityLive uses a mixture of statuses, fields and progressions to help you define and update your business processes for each type of object.

To help you get started, we've prepared some special help pages & some videos:

• Overview: types, statuses, progressions, extensions and actions

• Configuring the Prospects & Sales Module

• Configuring the Jobs & Projects Module

• Configuring the Issues & Service Module

Of course, if you're stuck, you can always email us - contact our helpful support team at support@affinitylive.com.