Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
ezeeCRM enhances your sales experience, ensuring a smooth transition from the initial greeting to a successful deal closure through automated processes. Seize every opportunity to connect with potential buyers right when they are ready to engage. Keep all customer-related documents and information centralized, allowing for easy organization of your contacts into relevant groups and categories. Users can access visually appealing and interactive reports and dashboards tailored to their needs, utilizing a powerful report builder that enables the creation of both graphical and tabular reports across various modules in ezeeCRM. Moreover, you benefit from the efficiency and organizational capabilities of a dedicated email client seamlessly integrated within your CRM interface, enabling you to communicate via chat or SMS with customers, colleagues, and partners, while also providing customer support directly through the platform. This comprehensive tool not only boosts sales but also cultivates lasting relationships with your clientele, making it an invaluable asset for any business.
API Access
Has API
No
API Access
Has API
No
Integrations
Facebook
No
Google Drive
No
HubSpot CRM
No
HubSpot Customer Platform
No
LinkedIn
No
Mailchimp
No
Microsoft Excel
No
X (Twitter)
No
Integrations
Facebook
Yes
Google Drive
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
LinkedIn
Yes
Mailchimp
Yes
Microsoft Excel
Yes
X (Twitter)
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$8.20 per month
Billed annually
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Identifee
Founded
2019
Country
United States
Website
identifee.com/platform
Vendor Details
Company Name
Buzinessezee
Founded
2017
Country
India
Website
businessezee.com/ezeecrm
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
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes