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features
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support

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Description

Elevate your prospecting approach by harnessing the capabilities of AI technology. Countless professionals in the financial services sector are leveraging Aidentified to discover, assess, and secure more leads than ever before. Instead of relying on the outdated cold-calling tactics that yield minimal results, start capitalizing on the connections in your network that you may not have even realized existed. With Aidentified, you can create targeted lists within minutes, utilizing more than 200 different attributes to refine your search. This means you now have a clear understanding of whom you wish to engage with, paving the way for meaningful connections. Aidentified also reveals the warmest pathways in your network leading to each of your ideal clients, allowing you to identify individuals who can facilitate introductions and showing you the nature of their relationship. Begin your journey by searching for one of your most valued clients on the platform to uncover an array of AI-mapped connections. After generating this list, refine it to include only those who match your ideal prospect criteria. Once you've identified the right connections, reach out to your client to request their permission to mention their name in your outreach. Aidentified equips you with all the necessary contact information to make this process seamless and effective. This innovative approach not only saves you time but also enhances your chances of successful engagement.

Description

Hodi's outreach activities are facilitated through our specially designed CRM and outreach platform, which you will have the privilege of accessing directly. Each potential prospect we identify is made available for your evaluation, ensuring you have full control over the process. In just ten minutes each week, you can approve or decline leads, provide insights on specific prospects, and even modify the email content that each prospect will receive. Securing a booked meeting is merely the starting point; we encourage you to give us feedback on the quality of the meetings we arrange, enabling us to target our outreach more effectively towards the most promising leads. You can access our detailed notes on every company and individual prospect we've evaluated for your outreach, even if we chose not to contact them. Additionally, you have the ability to export all your outreach efforts whenever you need. Our Insights platform goes deeper than basic statistics, allowing you to analyze how different market segments and prospect personas are engaging with your outreach, as well as identifying which variations of outreach yield the best conversion rates. This comprehensive approach ensures that you can strategically refine your outreach efforts for maximum effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
Pipedrive No 
Salesforce No 
Slack No 
Zoho CRM No 
monday AI work platform No 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
Salesforce Yes 
Slack Yes 
Zoho CRM Yes 
monday AI work platform Yes 

Pricing Details

$449.99 per month
Free Trial No 
Free Version No 

Pricing Details

$5,200 per month
Free Trial No 
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) No 
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 No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Aidentified

Country

United States

Website

www.aidentified.com

Vendor Details

Company Name

Hodi

Country

Kenya

Website

www.hodi.co/platform

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk 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 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Alternatives

Alternatives