Manage all the work you do for clients across projects, support & retainers online with AffinityLive. With built-in billing synced with QuickBooks, AffinityLive is the best way to manage your business in the cloud.
AffinityLive offers an all-in-one business automation solution. Get CRM, project management, time tracking, client support & invoicing in one, fully integrated system.
AffinityLive syncs with your QuickBooks item, account and tax codes for fast invoice creation. All invoices, including line items that have been budgeted and approved, are automatically pushed to QuickBooks. Any payments that are made in QuickBooks are then reflected back in AffinityLive’s client record.
With AffinityLive, you can create contracts and retainers to manage your ongoing services. Easily renew or roll-over balances, including recurring tasks. At the end of each period, you can auto-generate invoices and push them to QuickBooks without ever lifting a finger.
When you sync your client contacts between QuickBooks and AffinityLive, you’ll get a single client-view of work, invoices and payments. AffinityLive gives your company a central client database with powerful search, filtering and reporting. Any emails that are sent between your team and your clients are tracked in your central business hub for full visibility.
Track your opportunities, pipeline and conversions in one place. With AffinityLive, you’ll be able to document any emails, meeting or call notes so that you can improve your sales team performance. AffinityLive’s full-suite Project Management module gives you live Gantt-charts, milestones, reusable templates, budgeting and reporting tools.
Easily track time in AffinityLive on any projects you do, meetings you’ve attended, emails you’ve written and more. With drag-and-drop Tasks Boards, you can assign, update and schedule tasks according to your workload.
Free 14 days trial, no CC required. Paid plans starting at $16/month.
|Plus||$34/month||1||AffinityLive Plus gives you CRM, Project Management, Support and Time-Billing all in one easy to use platform - the best way to manage all of your client work in the cloud.|
|Premium||$69/month||1||AffinityLive Plus gives you CRM, Project Management, Support, Retainers and Time-Billing with customized business processes and advanced approvals for the needs of more complex businesses.|
For help, contact the AffinityLive team at firstname.lastname@example.org, or visit our comprehensive help website at http://help.affinitylive.com.