AffinityLive Launches Cloud Software Tools for Professional Services Firms

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Creator of business automation software aims to streamline operations through specialized CRM, project management, customer support and retainer management products for the professional services sector.

Cloud-based software company AffinityLive launched four new business automation products today designed specifically to help professional services firms become more productive and profitable.

AffinityLive’s four new cloud-based products, which include CRM, Project Management, Customer Service and Retainer Management, are aimed at helping service-based businesses work smarter by streamlining their systems and processes. Each product is designed to meet the needs of the professional services industry by offering solutions to inefficient communications, task management and budget and time tracking processes.

“AffinityLive’s new products were created to help the millions of growing agencies, consultancies, studios and practices around the world that would rather be working with their clients than doing admin and trying to keep everything together internally,” said Geoff McQueen, founder and CEO of AffinityLive. “There are very few technology options out there that help address this problem, causing major inefficiencies within the industry.”

Businesses can select from any combination of these four inter-connected products, allowing them to purchase only the services they need but still benefit from strong integration and automation. While AffinityLive's flagship product, AffinityLive PSA, has seen great success in the market, these new a la carte options provide a way for businesses to implement just the solutions they need, when they need them.

  • AffinityLive CRM is a specialized “learning” CRM that builds contacts and relationships automatically by connecting to the contact, calendar and email tools already used in a business. This automation means AffinityLive CRM does not require manual effort to stay up to date, which is the biggest problem facing many of today’s CRM systems.
  • AffinityLive Projects is a specialized platform for managing, tracking and billing for professional services projects. By defining high-level project milestones, budgets and critical business processes, AffinityLive Projects gives managers real-time insight and flexibility while allowing employees to take ownership of tasks, deliverables and easily update progress.
  • AffinityLive Service is a specialized client service platform that makes it easy to track and bill for ad-hoc client service and support. The product is ideal for businesses that provide reactive client service, but want an easy way to get paid for it. Service allows employees to log the time they spend on issues, create tasks and manage deadlines.
  • AffinityLive Retainers is the only truly cloud-based platform for managing important ongoing work for clients. With support for recurring tasks, pre-paid and post-paid arrangements, real-time allowance and usage tracking and automatic billing, Retainers cuts the time spent on monthly billing and administrative overhead.

“While there are many products in the market that do CRM or Project Management for all types of businesses, there are very few that focus on the unique needs of the professional services sector, and none that provide the level of integration and automation AffinityLive provides for a business,” said McQueen. “The cloud has made it possible to bring the benefits of business automation other industries take for granted to the professional services sector for a fraction of the cost - and it is about time.

For more information about AffinityLive’s products, please visit:

About AffinityLive
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.

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Kelsey Gunderson
Walker Sands Communications
+1 312-880-1923
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