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Why Choose Affiniti CRM?

Services

Omnichannel Efficiency

Unify all customer interactions—email, chat, social media, and phone—into a single, seamless platform.

Insurance

AI-Driven Automation

Streamline your processes with intelligent ticket routing, automated follow-ups, and proactive SLA management.

Insurance

Actionable Dashboards

Track performance, customer satisfaction, and SLA compliance with real-time, customizable workflows tailored to your needs.

For Winning Relationships

Key Features that Make the
Difference

Streamlined User Journeys with Dynamic Workflow Builders

Monitor all client interactions, track ticket statuses, and gain insights into every touchpoint with a comprehensive 360° view of your service landscape, ensuring seamless customer support and proactive issue resolution.

Marketing Campaign and Sales Conversion Journey Management

Capture, manage, cross-sell, and nurture leads with automated reminders and a consolidated view of all customer data and activities.

Proactive SLA Monitoring

Stay ahead of potential delays with real-time SLA tracking, escalation mechanisms, and proactive Customer Satisfaction Survey (CSAT) tools like Net Promoter Score (NPS) surveys.

Benefits

Suggest Next Best Action Based on Customer Journey

By utilizing sophisticated AI and machine learning algorithms, Affiniti CollectMate can scrutinize customer behavior patterns and pinpoint the optimal collection techniques that enhance the efficiency of the collections process.

Centralized Touchpoints

Track and manage all interactions in one place, reducing lost revenue due to dispersed interactions.

Streamlined Service Requests

Manage all service requests, complaints, and inquiries in one place, improving service levels and preventing escalation.

Real-Time Insights

Get real-time visibility into sales KPIs for informed decision-making based on accurate data and insights.

Customizable Workflows and Automation

Customize workflows and automate routine tasks to free up time for high-value activities.

360-Degree Customer View

Access customer portfolio and engagement history for faster handling with at least 2 minutes of AHT.

Auto-Prioritize Service Tickets Based on Content

Collect feedback and track satisfaction levels to reduce churn rates.

Personalized Marketing Campaigns

Analyze customer data to create targeted campaigns for improved ROI while reducing costs.

Cross-selling and Upselling Opportunities

Leverage AI/ML-driven customer data analysis to uncover valuable cross-selling and upselling opportunities. Next best offer suggested based on probability.

Enhanced Collaboration

Provide a centralized platform for communication and information sharing, improving collaboration and productivity.

Business-Specific Scalability

Easily customize the system to fit your business needs and keep up with changing demands.

Mobile-friendly

Affiniti CRM is 100% mobile friendly, empowering the sales force and management to be real-time updated always.

The Numbers Speak for Themselves.

Our award-winning CRM solution leverages AI to strengthen client relationships, enhance customer experiences, and improve business performance.

Streamlined Solutions for Modern Businesses

AI-Powered Ticketing and Insights 

Leverage AI for ticket prioritization, lead-scoring, routing and analytics, ensuring faster resolutions and improved efficiency across your teams.

Call Center and Website Integration

Integrate seamlessly with call centers and corporate websites to automate ticket creation and customer inquiries.

Advanced Reporting and Goal Tracking

Generate detailed reports, set targets, and compare progress effortlessly with tools designed to boost your business performance.

Mobile Access for Flexible Management

Keep your team connected with the Affiniti CRM mobile app—manage tickets, monitor performance, and track updates on the go.

Industry Insights

Explore expert-driven strategies, trends, and solutions shaping the future of insurance, banking, telecommunications, and service industries.

Explore Industries