Who We Are - Introducing The Affiliate Team
Affiliate CRM was created by two best friends — one with the technical expertise to build the system, and one with over 20 years of sales experience on the road.
Built From Real Experience
When we created Affiliate CRM, we had one clear goal: help people achieve and maximise business opportunities in the best structured way possible — without breaking the bank.
We didn't want excessive confusing contract subscriptions.
We didn't want unnecessary complexity.
We certainly didn’t want people committing to something
without fully understanding the differences between CRM systems.
A Neutral Perspective
Having worked on one of the most complex global leading CRM systems on the market, we saw first-hand what works — and more importantly what doesn't. Whilst those leading crm systems are powerful tools, many are not truly designed for mobile users. For sales professionals on the road, this becomes daily frustration — and frustration slows performance.
Who needs a CRM?
Anyone who has a customer base and needs information to be readily available — from anywhere in the world — for the right people in the organisation to see.
A real-world scenario
John is a capable sales guy. At 4:55pm the day before, he's asked to visit an existing customer at 9:00am. It's not an area John is familiar with and he he has never met the client before.
The customer is adamant the meeting to be held at 9:00am. John has a target of 5 visits a day. He knows the company name, the address, and that they're interested in a new product — that’s it.
Outcome 1: The info is in the office
The account history is on a desktop in the office. No one is available. John heads out with no context — no previous notes, no purchase history, no past issues, and no idea who last spoke to the customer or what was promised.
- John spends time guessing what matters to the customer
- He can't prepare the right talking points or documents
- He risks being caught off guard by old problems or disputes
- He loses confidence, time, and momentum for the rest of his day
John arrives on time — and the customer says: “Before we talk new products, I need to discuss my whole account and previous communication…” John can’t answer confidently, and the meeting immediately shifts into damage control.
Outcome 2: CRM at his fingertips
John opens the CRM on his phone and gets the full picture in minutes: who the key contacts are, the last conversations, purchase history, open tasks, and any account issues that need attention — before he even sets off.
- He reviews the customer’s history and recent activity
- He sees who last spoke to them and what was agreed
- He prepares the right talking points and next steps
- He plans the journey and protects the rest of his day’s targets
When the customer raises previous communication, John is ready. He’s informed, confident, and can move the conversation forward — protecting the relationship and improving the chance of a sale.
Using Affiliate CRM – extra advantages
The benefit doesn't stop at simply having account information available. Before John even leaves for the meeting, he can use Affiliate CRM to plan his day more intelligently and turn one journey into multiple opportunities.
Search by postcode area
John can search a postcode (or radius area) in the CRM and instantly see nearby accounts — whether they're top customers, warm prospects, or accounts that haven't been visited for a set period of time.
Live location awareness
Once he’s in the area, John can check his location within the CRM to see what else is nearby. He can view accounts as a clean list or on a map — with key metrics visible — so planning the next stop is quick.
Metrics that guide the next visit
Instead of guessing, John can prioritise by metrics — for example: top accounts, accounts with open opportunities, accounts overdue a visit, or customers who haven’t been contacted within a set timeframe.
Category sectors & account hierarchies
Filter by sector (Education, Care Homes, etc.) and navigate relationships like head offices / parent accounts — for example, drilling down from an Academy Trust to the schools underneath it. Perfect for planning routes around a specific market segment.
With Affiliate CRM, John isn’t just prepared for the meeting — he’s prepared for the whole day. He can plan smarter, keep targets on track, and maximise opportunities in every area he visits.
Why Affiliate CRM Is Different
Designed for clarity, speed, and visibility — for everyone involved.
Mobile-first usability
Built to be fast and practical for sales staff working on the road.
Simple setup
Clear structure whether you're a solo business or managing multi-tier sales teams.
Reporting that matters
Directors see profitability. Managers see team performance. Sales staff see exactly how they’re getting on.
Structured. Affordable. Practical.
Built from real-world sales experience — not theory.
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