Hi,
Thanks for asking, the combination sounds interesting. I would suggesto you set up a form and with the integration enabled submit it after visiting an affiliate's link (this covers #1).
Once the form has been submitted, you will see the form data and the referring affiliate under Affiliates > Referrals - for #2 the affiliate ID is recognized and the referral related to her or him. The system also offers an API which is useful if you need to take further action, for example when the referral is recorded (for the submitted form), it could be used to forward information to the CRM - see the notes on the affiliates_record_referral filter documented in the Filters section.
I hope that helps and you will find the plugin useful, after giving it a try it would be great if you could rate it, thanks!
Cheers