SAN FRANCISCO, Ca. (PRWEB) January 22, 2014
AffinityLive, a creator of business automation software, launched a new version of their free AffinityLive Sync product today that allows businesses to track emails between clients or customers and display them to internal team members in a central, Facebook-like news feed for streamlined communication and task management.
AffinityLive Sync, which has been used by major companies like Microsoft, Booz Allen Hamilton and Deloitte, gives businesses a real-time view of client communications by integrating with Gmail, Outlook or Office 365 to automatically capture emails sent to and from predetermined clients, in the cloud. Captured emails can then be viewed by team members in a live format much like a Facebook feed for each client, helping project and service teams avoid missing emails or doubling up on responses and tasks.
“A common problem that affects people who work with clients via email every day is that it can be difficult to know where things stand with a client without asking three or four colleagues first. Sync solves this problem by automatically tracking everything sent to or received from specific clients and compiling all of the emails and attachments into one location,” said Geoff McQueen, CEO of AffinityLive. “It essentially acts as a Facebook page for each client by displaying all of each account’s recent activity in one place.”
The service also updates CRM databases automatically by recognizing domain names within emails to or from unknown contacts. When a CRM contact is added or changed, AffinityLive’s shared address book is also updated, which is automatically synced with each team member’s personal Outlook, Google Contacts and smartphone contact list. Additionally, AffinityLive Sync offers a Gmail gadget that lets users see full client and conversation histories in their Gmail inboxes, allowing team members to see if someone has already replied without leaving their inbox.
“The first version of Sync was essentially just an email tracking service, but with the new version, teams are able to use it as a major time saving collaboration tool,” McQueen said. “The shared address book and ‘smart’ CRM are features missing from many of the leading automation tools today and dramatically improve the way project teams interact with clients.”
AffinityLive Sync only captures emails sent to and from clients that are entered into a CRM database. It does not track or capture emails between employees or emails sent to personal contacts for privacy reasons. Users are also able to deactivate tracking for specific accounts and contacts by marking them as private or confidential.
“AffinityLive Sync is meant to be used as a way to increase productivity and eliminate the confusion in working as a team,” McQueen said. “Making client communications shared, searchable and social fits the increasingly collaborative workplaces of today, and making it effortless and automatic while supporting strong privacy and confidentiality protections has been a breakthrough not seen before.”
AffinitiyLive Sync also integrates with Twitter and Yammer to capture communication between clients via social media. The tool is free for the first 2,000 emails indexed and 2GB of attachments stored. After that, plans start at $10/month. For more information visit: http://www.affinitylive.com/product/sync and to see a short video of Sync in action, check out http://youtu.be/CY3XFSTaSsE.
Based in San Francisco, AffinityLive was initially developed as internal system for a fast-growing professional service business that was struggling to manage sales, projects, service and billing. The company now offers business-automation tools designed specifically for professional service businesses with a focus on helping companies improve sales, billing, project management and CRM inefficiencies, and ultimately keeping staff and clients happy.