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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.
Description
Streamline every aspect of your interactions with prospective clients, starting from marketing initiatives to scheduling business meetings and generating fresh sales prospects. Utilize a unified platform that provides comprehensive insights into customer information. Recognize clients who require additional support and initiate customized communication strategies tailored to their needs. Direct your sales efforts towards those customers who have shown interest in acquiring your offerings. Having precise and trustworthy data is crucial when making informed decisions. The dashboards within your customer management software furnish essential information regarding all sales activities. Activate your trial account today and don't hesitate to seek help from our dedicated support team. Additionally, leveraging these tools can significantly enhance your overall sales effectiveness and customer relationships.
API Access
Has API
No
API Access
Has API
No
Integrations
Bitbucket
No
Confluence
No
Facebook
No
Gmail
No
Google
No
Google Drive
No
Google Sheets
No
Google Workspace
No
HubSpot CRM
No
HubSpot Customer Platform
No
Integrations
Bitbucket
Yes
Confluence
Yes
Facebook
Yes
Gmail
Yes
Google
Yes
Google Drive
Yes
Google Sheets
Yes
Google Workspace
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
€12 per user per month
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
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
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Identifee
Founded
2019
Country
United States
Website
identifee.com/platform
Vendor Details
Company Name
Selly ERP
Website
www.sellyerp.com
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
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
ERP
Accounting Integration
No
Accounting Management
No
CRM
No
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
No
HR Management
No
Inventory Management
No
Order Management
No
Project Management
No
Purchase Order Management
No
Purchasing
No
Reporting/Analytics
No
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
