CUSTOMER RELATIONSHIP MANAGEMENT

We are one of only four Australian based Certified Partners of AffinityLive – the only sales and marketing platform built especially for professionals, who are serious about converting prospects into paying customers through one integrated system.

AffinityLive is more than just a CRM, it’s an end-to-end solution that manages your business in the cloud. Experience a completely customizable CRM software tailored exactly to your business’s big picture CRM strategy.

With powerful technology, the platform almost entirely eliminates data entry, automatically importing all of your emails and appointments with clients into a CRM that grows and learns as you do. AffinityLive is the Smarter CRM that lets you focus on your clients while it takes care of the little details.

It is the system that we use to power our own CRM, and it has helped our business achieve phenomenal results.

The key features of Affinity Live include

Email Tracking – Automatically track and share client emails and attachments with your team.

Automation & Processes – Know the next step and what to do: automatically send templated emails, create follow-up meetings and update fields like the due date.

Calendar and Tasks – Synchronize meetings, appointments and tasks with Google Apps, Microsoft Exchange and Office 365.

Tracking – Have all of your notes, appointments, emails, attachments and custom fields at your fingertips.

Quotes – Treat quotes as the beginning of the planning phase, setting out milestones and budgets for your project.

Team Scheduling – Decide when to begin new projects based on your team’s future workload projections.

Reporting & Dashboards – Interactive dashboards and reports that give you instant insights.

Triggers – Set up reminders like chasing down clients after the proposal has been sent.

 

It integrates with a variety of cloud based platforms including Google for Work, Office 365, Xero, Quickbooks, Salesforce, Twitter, Campaign Monitor and Mail Chimp just to name a few. It also comes with a variety of plan options and features to suit your budget and industry.

Stop searching through the endless CRM software reviews and experience the most streamlined, integrated, and powerful customer relationship management software for professional services.

The AffinityLive platform completely redefines customer relationship management.

Setup is easy and there is nothing to pay to trial the system, no software to install and no credit card required.