Wish your CRM software was smart and automated? Introducing AffinityLive. By automatically connecting to your calendar, inbox and smartphone, AffinityLive learns who your clients are, tracks emails and can automatically create tasks & reminders when deadlines are missed or key clients neglected.
Try AffinityLive CRM for free and experience complete client insight from anywhere and on any device.
AffinityLive integrates seamlessly with all the other business apps you know and love. Getting started is easy. Schedule a free demo now, or get a full feature 14 day trial at AffinityLive.com
Keep on top of your key accounts & opportunities effortlessly
AffinityLive gives you a shared, smart client database your whole team can access, making it easy for account managers to instantly see everything that’s going on with a client account.
By synchronizing with your Google Apps, Outlook or Office365 account, AffinityLive brings your critical client activity into one place without changing the way you work.
Streamline your sales & marketing process
AffinityLive lets you set up your sale process in a way that works best for your business. Automate reminders, tasks and notifications to make sure that important details like contracts and proposals aren’t forgotten. The sales team will save time with automation and your entire business benefits from having a consistent, transparent sale process that is easy to configure and improve.
A CRM the whole team can use
Succeeding in professional services means working as a team, and the best salespeople and account managers involve their colleagues well before a contract is signed. AffinityLive makes it easy to bring your non-sales colleagues in on deals, assign tasks and automatically track email conversations – and unlike other CRM software, AffinityLive lets you collaborate with team members for free.
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