AffinityLive is an all-in-one web platform that features CRM, project management, time billing, client support and invoicing, all stored on the cloud. AffinityLive helps users with the steps between sales opportunities to invoicing. The service features automatic email capture, workflow and business processes, Google app and exchange integration, social integration, and real time reporting. Access to AffinityLive is encrypted making user data secure.
Primary Use Cases
CRM & Shared Client Database.
Customer relationship management (CRM) platforms are typically used by sales professionals to manage a brand’s relationships and interactions with its current and potential customers. Continue reading...
Many companies have “fuzzy thinking” about Customer Relationship Management (CRM) software, believing it can be the “customer data system of record” when that’s not the case. Peter Reinhardt, CEO and co-founder of marketing technology vendor Segment, shared those th...Read more
Salesforce created the customer relationship management (CRM) software market as we know it today, and with the rise of Salesforce CRM for B2B sales teams, CRM became a sales tool that tracks opportunities through various sales stages. Continue reading...