CRM + Projects + Issues + Time Billing - with AffinityLive Plus you can build upon tracking clients & email and manage all the work you do with clients, all in one place.
Premium is the premier cloud platform to manage whole business. Customizable business processes, dynamic resource scheduling and advanced reporting & billing. Run your business in the cloud!
AffinityLive has two types of users - Professionals and Collaborators.
Collaborators are completely free, and are able to create and update client records, sales opportunities, jobs and projects, issues and retainers, notes, tasks and file attachments. Additionally, both free Collaborators and paid Professionals get automatic email capture and calendar/contact sync features in AffinityLive. In fact, Collaborators can do almost everything, even though they're free.
There are a number of features are reserved for Professional Users, including:
Other than these few differences Professional and Collaborator users have the same access. This means you can get your entire company into AffinityLive, but only pay for the users who manage and generate revenue for the business.
When you sign up to AffinityLive, you'll be automatically enrolled in our 30 day trial. This trial will allow you to use all features of AffinityLive and customize your own unique instance of AffinityLive to match the way you and your team manage sales, projects and client service. You'll even be able to do real work and generate real invoices!
At any time during the free trial, you can convert to the paid plan that suits you best, and all of your information, settings and data will be kept automatically.
If you decide not to continue to a paid plan at the end of the trial, your deployment and data will be erased as outlined in our Terms of Service.
There are no setup or cancellation fees. Optional setup services are available for customization and training, for example.
Absolutely - we provide a way for you to export ALL of the data in AffinityLive, so you don't lose critical client and business information, even if you decide to switch to another solution.
As your business grows and you add more Professional users, you'll automatically be upgraded to take advantage of the discounts built into each plan. If you're unsure about your needs, feel free to get in touch and we'll be happy to help.
Sure, you can always add more Professional users. If you're on the annual plan, you'll be billed pro-rata for each additional user up to your anniversary date. If you're on the month to month plan, you'll be billed for the additional users on your next regular monthly bill.
We don't provide refunds for charges that have already been incurred, however if you reduce your number of Professional users you'll only be billed for your new user count when your contract renews.
The amount of storage space included in AffinityLive is defined by the number of Professional users you have, with each Professional user increasing your total storage space by 2GB. So, if you've got 6 Professional users, you'll have 12GB of storage for things like email attachments, proposals, documents and more - all stored, backed up and accessible from anywhere in the cloud.
All prices are in US Dollars, and you're able to pay for your subscription using Mastercard, Visa, Paypal or Google Checkout. If you're in the US, you can also pay by making a wire transfer to our account - all of these options will be shown clearly on your invoice.
AffinityLive is a 100% browser based product, which you can use from any computer (Windows, Mac, Linux) that supports one of the following desktop web browsers:
Note that beta versions of the browsers listed above, or their mobile/tablet equivalents are not explicitly supported.