How to use AffinityLive CRM @affinitylive #WebToolsWiki

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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.

Do you have any tips for using AffinityLive CRM? Please add them to this list.
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Do you know any AffinityLive CRM alternatives?
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We hope you enjoy AffinityLive CRM. To search for any other online tool please use our search box at the top of the page.
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If you have any questions about AffinityLive CRM please ask in the comment boxes below either Google+ or click over to Facebook. If you know lots about AffinityLive CRM or any other tool featured in The Web Tools Wiki then please let us know in the comments as well. We will connect with you and give you editing rights. We often pay regular editors for their time.


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