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Affinity Features

Affinity stands out from the pack thanks to its extensive range of features.

  • Login Anywhere: Connect to Affinity from any internet connected device.
  • Company View: Affinity has an effective company detail interface.
  • Contact View: From the contact view Affinity provides its interaction functionality with the individual.
  • Sales Pipeline: Keep on top of the sales teams performance.
  • Prospect Detail: Track each individual lead through out the sales cycle.
  • Drag and Drop: Move files directly from your desktop to Affinity and have them instantly available against the company or contact record.
  • Dashboards: Affinity contains a simple overview presented in graphs for ease of use and immediate tracking.
  • Diary Entries: The virtual post-it note can be made against any contact or company and be used to send to a contact or internal staff member via email or any other electronic format.
  • Resources: Files that have been added to a contact or company are all listed in their own specific tab.
  • Security: Full user access control.
  • Multiple Addresses: Affinity supports contacts and companies operating from multiple locations.
  • Segmentation: One click and you are provided with a comprehensive list of companies.
  • Export to Excel: Full data manipulation is available at any time by exporting from Affinity straight to Excel.
  • Meeting Calendar: Keep an eye on your upcoming daily schedule or that of a colleagues.
  • Sales Force Automation: Keep a track of sales opportunities.
  • Accounts and Invoicing: Raise invoices and statements that provide detailed analysis on the status of accounts receivable.
  • Bookmarks: Store the location of your favourite items in Affinity for quick and simple access.
  • Advanced Search: Create and save filters, which are views/searches that can later be accessed.
 
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Gravity Affinity + Gravity - better coordinate work and tasks for your clients

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Engage Affinity + Engage - allow clients real-time access to their accounts through a secure extranet

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