More than just a customer database or sales tool, Affinity has modules to help manage various aspects of service delivery, so you can manage relationships with clients centrally and consistently.
Flexible tracking of any structured business process. Define your own workflows, business rules & notifications and track with real time visibility.
How often do you need to ask the question: "where is XYZ up to"? For professionals working in teams, the need to find out where things are up to - and for managers to act on that information - is regular and critical.
Unfortunately this often means having work in progress meetings, interrupting colleagues, and/or referring back to unreliable, manual methods like spreadsheets and whiteboards, which drains efficiency.

With the Jobs module, you and your colleagues can see quickly and easily where any job is up to. With full filtering and exporting, reporting on key milestones and progress couldn't be easier, and with Affinity's strong security model, you can be assured that your team won't trip over each other.
For more complex jobs and progress, you can define specific tasks, with dependencies and deadlines, and allocate them to staff members. Through the Job Module's dashboards, you can easily view task progress, budget usage, status and even a Gantt chart.

No two organisations are the same, and change is the only constant, so we've made is easy for you to create and modify your own workflows, processes, fields and alerts, without any technical knowledge or special access.

Manage and track multi-phase, multi-channel marketing campaigns to new or existing clients, with a focus on conversions and ROI reporting.

The campaigns module is tightly integrated to both the core Affinity database, as well as other modules, including the prospects, events, membership, support and accounts modules.
The campaigns module includes a strong reporting framework. Conversions and the value of the prospect, event signup or membership are tracked downstream, throughout the system, for effortless reporting on the true ROI from a campaign.


The campaigns module supports multi-phase, multi-channel marketing campaigns. Users can easily set up actions to occur within a campaign, to a specific schedule or order, with the ability to use different channels for different targets.
Track and report on your team's sales activities with custom sales milestones, automatic interaction tracking, a full document history & forecasting.
Different types of sales activities often need to follow different paths. The Prospects module allows managers to define a multitude of different sales channels, key phases & weightings, and to define and track and forecast milestones in the sales process.


Affinity supports full correspondence & activity tracking, so that all emails, meetings, phone calls and other activities are stored in the prospect history. Invaluable for longer-term sales cycles, this feature ensures managers can track progress and staff can use the system to support their efforts, quickly & easily.

The Prospects module provides users of the system with real-time, integrated reports. Ranging from integrated dashboards that spur healthy competition and contribution between users, to one-click exports for detailed analysis, the prospects module makes managing a sales team easy.
Manage the phases, registrations and payments surrounding your events. This module also includes bulk communication with attendees, exports & real time event profitability.
One of the most tedious parts of managing an event is tracking all of the registrations or enrollments, whether they've been confirmed, and often, payments.

The events module makes life easier through integrated enrollment, invoicing & payment tracking, so you can focus on planning, not paperwork.
Events don't just happen - they go through a lifecycle, moving through different phases, from planning & approval through to execution and then follow up.

With status you can see where events are up to & progressions provide business rules, alerts & remind users to update fields as the event evolves.
Event management doesn't stop when the event's been run: follow up and conversion tracking is critical to getting a return.

The events module manages follow up by tracking who actually attended, with the ability to enter feedback & surveys. Attendees can also be 'converted' into sales, members and jobs, with revenue attributed to the event.
Provides full membership tracking, supporting distinct membership types & prices, renewals, payments and handles custom fields & member entitlements.
If your organisation offers memberships, odds are you have different types of plans, with different rates, inclusions & features.

Our membership module supports different tiers of membership, with different prices, terms & other fields you can customise. This system makes searching for & communicating with groups of members quick & easy.
For many organisations, handling membership renewals, invoices & payments is a labourious, expensive effort; effort that would be better spent servicing members instead of chasing paperwork.

With a full renewal framework, integrated with the Invoices module, or exported to your existing invoice system, handling renewals on bulk couldn't be easier.
Memberships, particularly those based on professional standards & accreditations can be very complex. Some can be held by companies, others by individuals, and yet others need a qualified individual and a financial company to be valid.

Affinity's membership module handles this & other complexity effortlessly; a major time saver for larger membership needs.
Handle client issues and support needs in this structured, collaborative module, with full interaction & document history, timesheet recording, invoicing & more.

Issue tracking is common to many service organisations: clients or stakeholders have a question or problem, & your team have to answer, solve, advise or fix it.
The issues module provides a flexible & collaborative framework for tracking & resolving issues with alerts & reminders to help your team serve clients.
As a central, always up to date system, dashboards & reports are able to provide instant feedback on performance.

By sharing time to resolution by issue class, issue manager & more between staff, the dashboards & reports feature can promote the competitive & social aspects of delivering high quality service for clients, as a team.
When it comes to charging for support, the billable spent on issues is usually how invoices are determined. However, different clients demand for - and will often pay for - different service levels.

The issues module supports variable rate billing by client, by issue symptom or resolution, with built-in time tracking & integration with the Accounts module to save you time.
Issue invoices, process payments, track your debtors and receivables. Provides integrated, client focused revenue handling with exports to your full accounting system.
Invoices & Payments are an important part of most organisation's relationship with its clients. Affinity's accounts module supports creating and sending invoices, via email, fax or manual means.

Even more important than invoicing, though, is getting paid. The accounts module also support statements & reminders via email, fax or SMS, as well as processing more complex receipts, like part payments and account credits, built in.
The power of the accounts module becomes particularly evident when you realise you don't have to invoice at the company level - you can track income against support issues, contracts , memberships and more, meaning you have flexibility in the way your staff record their billable time, plus the ablilty to show itemisation transparency to customers that demand it.

While the accounts module does an excellent job of tracking money in the context of a client relationship, it isn't a finance package with a general ledger for tracking expenses, payroll & tax.

The accounts module, however, makes it easy to import your invoices & payments into your primary accounting software, with both an MYOB formatted export and CSV for more modern accounting systems.
Tracks ongoing service contracts, supporting recurring and one off packages, with renewals, special rates & allowances and allocation of issues to packages.
Service contracts are an increasingly important part of managing ongoing service delivery, particularly when service needs are client initiated, such as with the issues module.

When it comes to service contracts, the flexibility to structure a deal that suits each client's needs is critical. The Contracts module supports this through rolling, periodic and one-off contracts that track value in hours, dollars and provide allowances for both.
While Contracts are used to store information about service deals, often the work associated with a contract happens through the issues module.

Recognising this, the contracts module integrates tightly with the issues module, allowing issues, upon resolution, to be automatically applied to the balance of a support contract, providing accurate, instant visibility on contract utilisation.
Operationally, one of the most important facets to managing service contracts is making sure you have the contracts, their invoices, and their renewal status up to date.

Keeping the administrative burden of service contracts down allows you and your staff to focus on service delivery. The Contracts module makes the admin processes surrounding contract renewals, invoices and reporting on service utilization smooth, streamlined and easy.
Essential for any service activities or assessments that relate to property or land. Handles ownership, property types, authorities & integrated sales & assessment tracking.
Given the many different types of industries that need to manage client relationships in conjunction with physical property - from real estate agents and property developers through to government departments and agencies - the ability to support a wide range of property "types" is critical.

The Affinity Property module provides a very flexible framework that allows properties to be described as discrete locations (with addresses, latitude/longitude details and even parcel numbers) through to wider area site which include multiple locations (such as a road development or mine), and on the other end, to break properties into smaller units like apartments or units in a larger building
When it comes to client service surrounding Properties, it is essential to know two things: where a property is, and who owns or has a stake in that property.

The Property module supports these requirements with a full geo-location set, with the ability to map property details visually using latitude and longitude. In addition, the module support a full ownership framework, with the ability to link individuals and/or company objects, in groups or independently, to a property object, making relationship management and service delivery easier and more consistent for everyone.
It is rare for a property and ownership register to operate in isolation in the property services sector. Recognising this, the Property module has strong integration with other modules in the Affinity suite.

For more structured service delivery, you can readily integrate with the Jobs module to track business processes, and task management surrounding properties, such as assessments and approvals in a development context, or managing the contract of sale and conveyancing process in the private sector.