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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.

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.

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

Banks, credit unions, and financial services teams wanting a solution to streamline client engagement, prospecting, insights, training, and secure interactions

Audience

Companies wanting a platform to manage all sales activities and cultivate relationships with customers

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

€12 per user per month
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:

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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

Identifee
Founded: 2019
United States
identifee.com/platform

Company Information

Selly ERP
www.sellyerp.com

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Alternatives

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Teknovate CRM

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Tall Emu CRM

Tall Emu CRM

Tall Emu

Categories

Categories

Integrations

Bitbucket
Confluence
Dropbox
Gmail
Google
Google Calendar
Google Drive
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Microsoft 365
Notion
PrestaShop
Shopify
Slack
Stripe
WhatsApp
WooCommerce

Integrations

Bitbucket
Confluence
Dropbox
Gmail
Google
Google Calendar
Google Drive
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Microsoft 365
Notion
PrestaShop
Shopify
Slack
Stripe
WhatsApp
WooCommerce
Claim Identifee and update features and information
Claim Identifee and update features and information
Claim Selly ERP and update features and information
Claim Selly ERP and update features and information