Automatic Email Capture

Interactions with clients are at the heart of a relationship management system, but relying on staff to be disciplined in data entry doesn't work.

Affinity is different - all client-related emails in and out of your organisation are automatically captured and indexed in Affinity in a searchable, secure manner, making it very easy for all staff to use.

Integrated File Sharing

For most organisations, a lot of the output from servicing clients is stored in documents - reports & proposals, plans, letters, designs and more. Affinity has a full, built in file storage and sharing platform, which users can access from both the web-browser and from the desktop, just like a network drive so it is familiar & very easy to use for your staff.

Browser based & searchable

Affinity is 100% browser based, so its both easy for your staff to use, and hassle-free for your IT team to manage, with nothing to install or upgrade. The browser environment is also easy on users, with most people aware that clicking on icons and underlined text results in a new page, and submitting a form saving their info. Almost everything is searchable too.

Facebook-like activity stream

Affinity uses social techniques to ensure user-engagement and interaction with clients; things like news feeds, email alerts, conversation threads and short comments allow users to easily contribute and stay updated on client activities, increasing the visibility of your service delivery.

Shared interaction history

A bit like comments/wall posts on social websites, Affinity makes it easy to keep up to date with all interactions between your staff and the client, via both the CRM itself and via RSS feeds.

By emphasising individual actions and contributions, Affinity harnesses the same drivers that get people to spend hours updating Facebook type sites, but focused on clients.

Dashboards of performance

In many organisations, a bit of healthy competition can help to improve all sorts of performance.

Recognising this, Affinity makes strong use of practical, instantly updated dashboards, covering things like comparative sales performance, issue resolution speed and more, all designed to promote the social aspects of delivering high quality service for clients, as a team.

Meetings, emails, faxes & more

Communication is an important part of any CRM, and Affinity excels, providing integrated appointments, emails, phone calls, fax, sms and postal formats.

All communications are indexed and can be tagged, making them much more rich than regular notes. Combined with the automatic email tracking, Affinity is a complete communications center for all client engagement.

Keep colleagues in the loop

Many organisations don't realise they've got a client management problem until they get more than one staff member managing an account. Through illness, vacation or staff moving on, eventually you'll have more than one person helping service a client.

Affinity makes this easier by proactively involving account managers in any emails that are sent to their clients, automatically & sensitively, so you're always in the loop.

Integrates with your calendar

While clients are a priority for most people, internal metings, personal engagements and more are important parts of calendars for busy people. Affinity recognises this, so instead of making users change their calendar to fit the CRM, we just integrate with their existing calendar software.

Currently we support Exchange via Push, as well as Outlook, Gmail, Notes, Novell, iCal and others that support the iCalendar standard, which also makes Affinity's calendar mobile & iPhone ready.

Customize fields, lookups, reports & more

All organisations are different. Change is the only constant. While these are self-evident many organisations don't appreciate how individuality & change affects their use of management software.

Affinity is highly flexible, and able to be altered through simple admin screens, so as your business changes, you can afford to innovate without fear of consulting or tech costs - you can change it yourself.

Easily define categories, segments & groups

Often, when working with clients in a CRM system, it is essential to categorise, segment and group them, according to business rules.

Affinity supports a range of segmentation and grouping functions, and more importantly, the ability to define rules which require categories & options to be selected when records are created or edited.

Define status phases & business rules in modules

Most Affinity modules allow you to define your business processes through statuses and progressions. These frameworks make it easy for you to see where a campaign, prospect, event, membership or contract are up to, & progressions provide business rules, alerts and require users to update fields.

Naturally, you can create, modify & maintain these yourself without technical expertise or cost, through our easy to use admin interface.

Fine grained user access model

While CRM systems provide the most benefit when information is shared, there is often the need to restrict access to some staff from some areas.

Affinity has a full access control matrix that allows administrators to choose which staff have access to which features, in which modules and areas. To make administration of this strong security framework easier, Affinity also allows admins to control access by staff groups.

Privacy & control by record

While control across a whole module is valuable, sometimes you just need to hide or limit access to a single record, like a client, a diary note, or other module records.

With Affinity, users can control the privacy of modules, and Power users can even set default permissions, which are then applied to all subsequent diary entries against the client or module entry they've marked as confidential or private.

Strong security system

On a technical level, Affinity employs a strong security model to help keep your data safe & secure.

Firstly, all communications between your computer and our servers are encypted using 128bit SSL, the standard in online encryption. When it comes to storing your data on our servers, unlike most hosted solutions, we give you your own database, with your own access, to ensure other malicious users can't get to your private information.

Most of your users are free!

The core Affinity platform is licenced on a per user basis, with two classes of user, Power and Standard. Standard users are free, and make up the majority of most of Affinity users.

Power users, who are able to 'own' records in the system (such as being an account manager or responsible salesman) pay a licence that decreases the more users you have. Our Standard licence isn't some watered down read only user - Standard users can use almost all Affinity features, if you give them permission.

Enterprise licenced modules

When your organisation licences a module, the module is the available for all users in the Affinity deployment it is licenced for - there are no per-user costs.

This means your organisation can take full advantage of licenced Affinity modules, further increasing the coordination, consistency and collaborative benefits of Affinity as a platform.

Licenced, Installed or SaaS

Web-based software doesn't have to mean a one-sized-fits-all to licencing. We believe in giving clients choice, so we support Licenced, Installed or SaaS implementation and pricing models. You can choose what works best for your organisation.

From only AU$40/US$30/month, per Power user, hosted, you get 1GB of storage & ongoing upgrades to the product. The SaaS model (with $0 up front) is priced from AU$95/US$65 per Power user. Remember, Standard users are completely free!