Store all your important customer contacts, documents and issues safely and securely in one place.
Organise your team and enable them to access information on the go on any of their devices.
Contacts Management
Store all your customer details in one place. You can organise and group your contacts to work for your business using tags.
Relationship Manager
Manage all interactions you have with a customer. Add notes from telephone calls and visits. Upload important emails and documents.
Daily Planner
Plan your team’s diary by assigning customers to contact and leads to follow up on. Affinity will give them access to all the details they need in one place.
Issue Tracking
From creation to completion Affinity will track any issues your customers are reporting. Group and organise any issues based on tags.
Task Management
Add and manage all your important tasks in a single place. You can also assign tasks to colleagues and co-workers.
Sales Tracking
Track your budgeted, forecasted and actual sales within Affinity. Report on how you are performing and assign sales related tasks to your team.
Mobile and Tablet Friendly
Access all your customer details, calendars, issues and tasks on the road. We’ve worked hard to ensure Affinity is fully functional on a portable device.
Security
We take data security seriously. Your data is safe with us. Our app runs over a secure connection and your data is fully encrypted.
Custom Development
Need something bespoke for your business? We offer our services at a competitive cost to develop custom features for your business.
Some things you can do with Affinity:
- Search, filter and tag all your contacts
- Organise your team's calendars
- Customise data fields about your customers
- Send your customers a Happy Birthday greeting
- Add feedback notes from a call with a customer
- Schedule a follow up call with a customer
- Track important issues from creation to resolution
- Access everything on the road using your mobile
- Assign a task to your colleague
- Report on how your team's time is being spent
- Report on how effective you are managing customers
- Upload and store important documents
Compare our plans:
Swipe Content Left For More |
SILVER | GOLD | PLATINUM | NON-PROFIT |
|---|
How much does it cost?
Silver - £29.99 per month
This plan is designed for small businesses who wish to manage all their customer interactions and store important documents.
- Up to 10 users
- Up to 500 contacts
- Up to 10GB storage space
- Basic reports
- Email support
Gold - £49.99 per month
This plan is designed for businesses who wish to manage all their customer interactions and sales. This plan also includes up to 10 customer portals.
- Up to 20 users
- Up to 1,000 contacts
- Up to 20GB storage space
- Up to 10 customer portals
- Advanced reports
- Email support
Platinum - £99.99 per month
This plan has access to all features and capabilities for tracking customer interactions and sales. It also can be fully customised and branded.
- Up to 50 users
- Up to 2,000 contacts
- Up to 50GB storage space
- Up to 100 customer portals
- Advanced customised reports
- Telephone support
Non-profit - FREE
This plan is designed for non-profit organisations with access to all features for FREE.
- Up to 50 users
- Up to 2,000 contacts
- Up to 50GB storage space
- Up to 100 customer portals
- Advanced customised reports
- Telephone support
- Discover the benefits of using Affinity. Sign up for any plan for 30 days for FREE, then decide if it is right for your business or not. You can even change your plan at any time to suit your needs.
- Choose a plan
- Register your details
- Log into Affinity
- Enjoy your 30-day free trial
- No obligation to buy
- No credit card required
- No pushy sales call
- New features added regularly - it keeps getting better!
- Questions? Email sales@useaffinity.com