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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Automating your processes will automate your sales and increase your customer relationships. Collaboration between your teams is key to success. Prospection and follow-up on business opportunities. Improved optimization of customer relationships Centralized management of your business data. GDPR compliant. Targeted marketing campaigns that are tailored to each segment. Integration of web forms for lead generation. Collaboration with a shared database that can be accessed from anywhere Managed business processes that are optimized and managed within the same tool.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$15.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cirrus Shield

Founded

2008

Country

France

Website

www.cirrus-shield.com

Vendor Details

Company Name

Identifee

Founded

2019

Country

United States

Website

identifee.com/platform

Product Features

CRM

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

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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TECHNIX INDIA SOLUTIONS (P) LTD.