Modules
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AffinityLive modules are powerful, flexible and very configurable. Find out how to set them up so that AffinityLive fits your business like a glove.
AffinityLive's modules are specially designed to help you and your team manage the different types of work you do for your clients.
From the prospects module for making sales, through to the jobs module for tracking projects and the issues module for client service, the distinct modules in AffinityLive are able to be tweaked and modified to suit your own specific business requirements.
Companies & Contacts
Since AffinityLive is all about the work you do for clients, the Companies and Contacts module is at the heart of the product. Setup areas for this module include:
- Setting up Countries & States to support addresses & automatic timezones
- Setting up custom fields, including profile fields and segmentations (groups)
- Configuring company and contact statuses and progressions (business rules)
Prospects & Sales
The Prospects or Sales module is important to anyone using AffinityLive as a CRM or sales force automation tool.
To get the most out of the Prospects module, it is worth customizing the setup of a few key features, including statuses, progressions, custom fields, business processes or "actions" and forecast probabilities to name just a few things.
Jobs & Projects
The Jobs & Projects module is central to any business using AffinityLive as a tool for managing the work they do for clients. From business processes and project statuses, to custom fields, billable rates and the types of milestones or components you and your team work on to deliver your work, there's a lot that you can do to configure and customise the jobs and projects module.
Issues & Service
The Issues & Service module has a few different setup options that you can use to tweak the way this module works for your business. In addition to the usual issue types, business processes, statuses, custom fields and actions you can configure, this module also allows you to set up your own issue classifications and resolutions.
Contracts & Retainers
The Contracts and Retainers module is one of the more powerful modules in AffinityLive. Designed to handle critical financial and approval business processes, when it comes to setting up this module you can configure things like contract periods and renewals as well as custom fields, statuses, business processes (progressions) and of course billable rates.
Invoices & Payments
The setup for the Invoices & Payments module allows you to configure things like tax codes, ledger codes and also connect AffinityLive to your main accounting system, whether it be Xero, Saasu or via an export to MYOB or Quickbooks.
Requests
The requests module makes it easy for you to accept requests via email, the client portal/extranet, website forms and other external sources, and then queue these requests up to be processed into prospects (sales leads), issues (client service requests) or instead to close off or delete the request. Configuring this module includes the ability to define new request types, conversion options, incoming email aliases and more.
Activities, Notes & Emails
The Diary, Notes & Emails module is at the core of how AffinityLive records time, notes and client correspondence. Configuration options include diary classes, automatic email capture and more.