Spiro

Spiro

Spiro Technologies
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About

Eisen is the first escheatment automation solution that proactively manages account offboarding by unifying escheatment, disbursement, and outreach into a single platform. It streamlines compliance with state-by-state unclaimed property regulations by identifying inactive and dormant accounts, tracking and resolving stale checks, automating large-scale wind-down disbursements, and managing force-out closures, with comprehensive audit trails and an accuracy guarantee. It connects seamlessly to existing data systems through a growing library of integrations, quantifies risk in real time, and provides proactive customer outreach to prevent accounts from becoming liabilities. By automating every step, from data ingestion and risk assessment to personalized communications and payment execution, Eisen keeps financial institutions ahead of regulatory deadlines, reduces manual effort, and mitigates costly penalties associated with escheatment.

About

Spiro is an AI-driven CRM designed specifically for manufacturers and distributors to optimize their sales processes. By providing full visibility into the sales cycle and offering real-time insights, Spiro helps businesses track orders, manage customer relationships, and uncover growth opportunities. Key features include AI recommendations for customer outreach, automatic email drafting after meetings, and proactive alerts about at-risk accounts. The platform aims to increase efficiency, improve customer satisfaction, and accelerate sales performance through intelligent automation and data analysis.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Compliance and operations teams at regulated financial institutions requiring a solution to manage escheatment, disbursement, and customer outreach for dormant accounts and unclaimed property

Audience

Manufacturers, distributors, and sales teams looking for an AI-powered CRM solution to improve sales processes, enhance customer relationships, and automate administrative tasks

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Eisen
Founded: 2021
United States
www.witheisen.com

Company Information

Spiro Technologies
Founded: 2014
United States
spiro.ai

Alternatives

Alternatives

AUPTC

AUPTC

DMA
eRep

eRep

Revalize
KAPS

KAPS

Kelmar
TDF CRM

TDF CRM

White Cup

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Easyflow
Epicor Kinetic
Formstack Documents
Gmail
Hemi
HubSpot Marketing Hub
Mailchimp
Microsoft 365
Microsoft Outlook
Nekton.ai
NetSuite
Plex Smart Manufacturing Platform
Reptrics
Sage 300
Slack
Vibe Interactive Whiteboard
Zendesk

Integrations

Easyflow
Epicor Kinetic
Formstack Documents
Gmail
Hemi
HubSpot Marketing Hub
Mailchimp
Microsoft 365
Microsoft Outlook
Nekton.ai
NetSuite
Plex Smart Manufacturing Platform
Reptrics
Sage 300
Slack
Vibe Interactive Whiteboard
Zendesk
Claim Eisen and update features and information
Claim Eisen and update features and information
Claim Spiro and update features and information
Claim Spiro and update features and information