Question 1

How does AFFINA handle multiple users and team access?

Accepted Answer

AFFINA supports unlimited users per tenant. Users are organized into groups (by region, branch, or product line), and each group controls data visibility. Roles control actions with 58 granular permissions across 14 domains.

Question 2

Can I connect multiple Meta (Facebook) ad accounts?

Accepted Answer

Yes. AFFINA supports multiple Meta ad accounts via OAuth integration. Connect several Facebook Business Manager accounts, sync lead forms, track campaign ROI, and manage budget optimization across all accounts.

Question 3

How customizable are the sales pipelines?

Accepted Answer

Fully customizable. Create unlimited pipeline stages with custom win probabilities, drag-and-drop reordering via a visual pipeline builder, and automation triggers at every stage transition. Pipelines can be vertical-specific.

Question 4

What industry verticals does AFFINA support?

Accepted Answer

AFFINA supports three verticals: FinTech (loan applications, credit risk, KYC/AML), Property Management (vacancy optimization, maintenance SLA, lease renewal), and Healthcare (PHI-safe AI, appointment optimization, insurance claims).

Question 5

How does the AI Copilot work?

Accepted Answer

The AI Copilot routes natural language queries through an intent classifier to 1 of 30+ intents, selects from 11 specialized agents, enriches with RAG from ChromaDB, and returns structured analysis with confidence scores. Healthcare data is de-identified before processing.

Question 6

Is my data secure? How do you handle PHI?

Accepted Answer

Firebase JWT authentication, RBAC with 58 permissions, multi-tenant Firestore isolation, Fernet field-level encryption, immutable audit trails, and prompt injection guards. PHI fields are encrypted and de-identified before AI processing.

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

What is AFFINA CRM?

Which businesses can use AFFINA CRM?

Can I import my existing customers and leads?

Does AFFINA CRM integrate with Meta Ads?

How does the AI Copilot help my business?

Can I customize the CRM for my business?

Is AFFINA CRM available on mobile and desktop?

How do I get started with AFFINA CRM?

Frequently Asked Questions

What is AFFINA CRM?

Which businesses can use AFFINA CRM?

Can I import my existing customers and leads?

Does AFFINA CRM integrate with Meta Ads?

How does the AI Copilot help my business?

Can I customize the CRM for my business?

Is AFFINA CRM available on mobile and desktop?

How do I get started with AFFINA CRM?