Related Products
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About
Identifee is a modular, AI-powered platform purpose-built for financial institutions, consolidating capabilities like CRM+, GenAI assistance, prospecting intelligence, workflow automation, business intelligence, learning management, sales enablement, and secure digital sales rooms into a unified toolset. The CRM+ module centralizes customer relationships by managing accounts, notes, activities, and pipelines, while the GenAI assistant, branded as “Ask IDA”, answers questions, prepares for meetings, and analyzes competitor statements within seconds. Prospecting tools provide actionable insights into target technology stacks, and workflow features deliver real-time visibility into team and customer activity. Its business intelligence module transforms complex datasets into actionable insights via dashboards and reports, and sales enablement enables instant creation of client-ready reports enriched with industry benchmarking and explanatory videos.
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About
Organize all phases of contact with potential customers. From marketing campaigns to commercial appointments, up to the creation of new sales opportunities. A single screen to know everything about the customer. Identify customers who need more attention and launch targeted and personalized communication actions. Focus your sales action on customers who are interested in purchasing your products/services. When you have to make decisions it is important to have accurate and reliable data. The customer management software dashboards make available the most important data relating to the entire sales activity. Activate your trial account and request assistance from our support team.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Banks, credit unions, and financial services teams wanting a solution to streamline client engagement, prospecting, insights, training, and secure interactions
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Audience
Companies wanting a platform to manage all sales activities and cultivate relationships with customers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
€12 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationIdentifee
Founded: 2019
United States
identifee.com/platform
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Company InformationSelly ERP
www.sellyerp.com
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Categories |
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Integrations
Bitbucket
Confluence
Dropbox
Gmail
Google
Google Calendar
Google Drive
Google Workspace
HubSpot CRM
HubSpot Customer Platform
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Integrations
Bitbucket
Confluence
Dropbox
Gmail
Google
Google Calendar
Google Drive
Google Workspace
HubSpot CRM
HubSpot Customer Platform
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