CRM, Revenue & Customer Engagement — built for complex operations.
Affinin consolidates CRM, sales automation, collections management and customer success into one revenue platform — natively connected to InConnecta for omnichannel engagement.
Real-time
Pipeline visibility
360° customer view
AI-powered
Collections automation
Debt recovery
Predictive
Sales forecasting
Revenue intelligence
All channels
Omnichannel CX
Native InConnecta
360° Customer Records & Pipeline
Manage contacts, accounts, deals and the full customer history in one place. Custom fields, custom pipelines and Kanban or list views.
- Contact & account management
- Custom sales pipelines
- Deal tracking & forecasting
- Activity timeline & notes
- Email & call logging
- Custom fields & views
Sales Automation & Revenue Intelligence
Automate follow-ups, sequence outreach, score leads with AI and get predictive forecasting so your team focuses on what closes.
- Lead scoring & prioritization
- Automated email sequences
- Task & follow-up automation
- Revenue forecasting
- Quota & target tracking
- Sales playbooks
Debt Management & Recovery Campaigns
Manage the full collections lifecycle — from first notice to settlement — with automated campaigns, negotiation workflows and compliance controls.
- Portfolio segmentation
- Automated payment reminders
- Negotiation workflows
- Payment agreement tracking
- Regulatory compliance
- Recovery analytics
Onboarding, Health & Retention
Monitor customer health scores, automate onboarding journeys, trigger risk alerts and drive expansion revenue through structured CS workflows.
- Customer health scores
- Onboarding playbooks
- Risk & churn alerts
- Expansion & upsell tracking
- QBR templates
- NPS & satisfaction surveys
Revenue Intelligence & Reporting
Real-time dashboards, funnel analytics, conversion tracking and AI-powered insights across every stage of the customer lifecycle.
- Revenue & pipeline dashboards
- Funnel conversion analysis
- Cohort & retention analysis
- AI-powered insights
- Custom report builder
- Export & data API
Native InConnecta & Open API
Affinin connects natively with Ocendeck InConnecta for voice, WhatsApp and messaging — and opens via REST API to any CRM, ERP or data warehouse.
- Native InConnecta integration
- REST & webhook APIs
- Zapier & automation tools
- ERP connectors
- Data import & export
- SSO & user sync
Ready to accelerate your revenue operations?
Talk to an Affinin specialist and see a live demo of the full platform.
Book a demo