Average Ratings 6 Ratings

Total
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design
support

Average Ratings 0 Ratings

Total
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design
support

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Description

Apollo is an AI-driven sales platform that combines B2B data, prospecting, engagement, enrichment, and deal execution within a unified revenue workspace. Its business database helps sales and marketing teams identify companies and contacts using detailed targeting criteria and access verified email addresses and phone numbers. Outbound capabilities include automated multichannel sequences, cold calling, task prioritization, workflow automation, meeting scheduling, and email deliverability tools. Inbound tools can identify website visitors, capture leads, enrich records, score prospects, and route qualified opportunities to the appropriate representatives. Apollo’s data enrichment capabilities help organizations complete, cleanse, and update CRM records using current company and contact information. Deal execution features include meeting preparation, call recording, conversation intelligence, follow-up assistance, pipeline management, coaching, and sales analytics. AI functionality supports prospect research, prioritization, personalized outreach, meeting insights, and other repetitive sales workflows that would otherwise require manual work. Apollo also offers integrations, APIs, a Chrome extension, workflow automation, and an MCP interface for connecting its data and sales capabilities with other applications and AI systems. The platform is intended for sales development teams, account executives, marketers, revenue operations professionals, sales leaders, and founders that want to manage more of the revenue lifecycle from one system.

Description

Identifee is an innovative, AI-driven platform designed specifically for financial institutions, integrating a wide array of functionalities such as CRM+, GenAI support, prospecting insights, automated workflows, business intelligence, learning management, sales support, and secure digital sales environments into a single cohesive toolset. The CRM+ feature enhances the management of customer relationships by overseeing accounts, notes, activities, and sales pipelines, while the GenAI assistant, known as “Ask IDA,” swiftly responds to inquiries, aids in meeting preparations, and evaluates competitor communications in mere seconds. With its prospecting tools, users gain valuable insights into target technology configurations, while the workflow functionalities provide up-to-the-minute visibility into both team and client interactions. Additionally, the business intelligence segment converts intricate datasets into practical insights through user-friendly dashboards and reports, and the sales enablement component facilitates the rapid production of client-ready documents complete with industry comparisons and informative videos, ensuring that financial professionals are equipped with the necessary resources to succeed. This powerful, all-in-one platform not only streamlines tasks but also enhances strategic decision-making across various facets of the financial sector.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axiom.ai Yes 
Bearworks Yes 
Calven Yes 
Claude Yes 
HubSpot Sales Hub Yes 
Microsoft Outlook Yes 
Miniloop Yes 
Nooks Yes 
Orthogonal Yes 
Orum Yes 
OutFlo AI Yes 
Outreach Yes 
Paraform Yes 
Refold Yes 
Scoop Analytics Yes 
SendGrid Yes 
Skarbe Yes 
Sprouts.ai Yes 
Starbridge Yes 
Yess Yes 

Integrations

Axiom.ai No 
Bearworks No 
Calven No 
Claude No 
HubSpot Sales Hub No 
Microsoft Outlook No 
Miniloop No 
Nooks No 
Orthogonal No 
Orum No 
OutFlo AI No 
Outreach No 
Paraform No 
Refold No 
Scoop Analytics No 
SendGrid No 
Skarbe No 
Sprouts.ai No 
Starbridge No 
Yess No 

Pricing Details

$49/seat/month
Professional - $79/seat/month
Organization - $118/seat/month
Custom - Talk to Sales
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Apollo.io

Founded

2015

Country

United States

Website

www.apollo.io

Vendor Details

Company Name

Identifee

Founded

2019

Country

United States

Website

identifee.com/platform

Product Features

B2B Data

B2B Contact Data Yes 
B2B Intent Data Yes 
B2B Leads Data Yes 
B2B Marketing Data Yes 
Business Ownership Data No 
Company Data Yes 
Employee Data Yes 
Firmographic Data Yes 
Job Posting Data Yes 
Salary Data Yes 
Technographic Data Yes 

Call Recording

Archiving No 
Call Sharing No 
Distributed Call Recording No 
Event Triggered Recording No 
File Transfer No 
Instant Retrieval No 
On-Demand Recording No 
Recording Bookmarking No 
Scheduled Recording No 
Screen Activity Recording No 
Video Call Recording No 

Conversation Intelligence

AI Insights No 
Account Health Alerts No 
Call Analytics No 
Call Recording No 
Call Recording Cloud Storage No 
Call Snippets No 
Call Transcription No 
Call/Meeting Sharing No 
Sales Coaching No 
Topic Tags No 
Topic-Based Analytics No 
Video Conferencing Analytics No 
Win/Loss Analysis No 

Email Verification

Bulk Email Verification Yes 
Catch-all Server Detection No 
Disposable Email Detection Yes 
Domain Check No 
Mail Server Validation No 
Single Email Verification Yes 
Spam Trap Detection No 
Syntax Check No 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management No 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Scoring Yes 
Performance Management Yes 

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification No 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer Yes 
Email Sequencing Yes 
Email Templates Yes 
Email Tracking Yes 
List Building Yes 
Meeting Scheduler Yes 
Predictive Analytics Yes 
Reporting Yes 
Sales Gamification No 
Sales Intelligence Yes 
Sales Workflow Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management No 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management Yes 
Training Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Intelligence

CRM Integration Yes 
Data Cleaning Yes 
Data Enrichment Yes 
Data Import/Export Yes 
Data Mining Yes 
Data Verification Yes 
Email Integration Yes 
Lead Scoring Yes 
List Building Yes 
Performance Management Yes 
Pipeline Management Yes 
Predictive Modeling/Analytics Yes 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting Yes 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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