Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Eisen represents the pioneering solution in escheatment automation, effectively overseeing the offboarding of accounts by consolidating escheatment, disbursement, and outreach processes into one cohesive platform. This innovative system enhances adherence to varying unclaimed property regulations across states by detecting inactive and dormant accounts, monitoring and addressing stale checks, automating extensive disbursements during wind-downs, and overseeing force-out closures, all while ensuring detailed audit trails and an accuracy guarantee. It integrates effortlessly with existing data management systems via an expanding array of integrations, assesses risk in real-time, and initiates proactive communication with customers to avert potential liabilities from unclaimed accounts. By automating every aspect—from data collection and risk evaluation to tailored messaging and payment processing—Eisen enables financial institutions to stay ahead of regulatory timelines, minimizes manual workloads, and lessens the risk of incurring expensive penalties tied to escheatment. Furthermore, this comprehensive approach not only enhances operational efficiency but also fosters stronger relationships between institutions and their clients, ensuring greater trust and satisfaction in financial dealings.

Description

Spiro is a next-gen CRM solution tailored for manufacturers and distributors, helping them drive sales and enhance customer engagement with AI-powered tools. The platform offers a single view of the customer, enabling businesses to track interactions, identify sales gaps, and automate outreach. With features like AI-drafted emails, order tracking, and customer health assessments, Spiro empowers teams to take proactive action, boost productivity, and streamline communication. It also integrates seamlessly with other tools, ensuring a unified approach to managing customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Easyflow No 
Epicor Kinetic No 
Formstack Documents No 
Gmail No 
Hemi Yes 
HubSpot Marketing Hub No 
Mailchimp No 
Microsoft 365 No 
Nekton.ai No 
NetSuite No 
Plex Smart Manufacturing Platform No 
Reptrics No 
Sage 300 No 
Slack No 
Vibe Interactive Whiteboard No 
Wufoo No 
Zendesk No 

Integrations

Easyflow Yes 
Epicor Kinetic Yes 
Formstack Documents Yes 
Gmail Yes 
Hemi No 
HubSpot Marketing Hub Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Nekton.ai Yes 
NetSuite Yes 
Plex Smart Manufacturing Platform Yes 
Reptrics Yes 
Sage 300 Yes 
Slack Yes 
Vibe Interactive Whiteboard Yes 
Wufoo Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Eisen

Founded

2021

Country

United States

Website

www.witheisen.com

Vendor Details

Company Name

Spiro Technologies

Founded

2014

Country

United States

Website

spiro.ai

Product Features

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Alternatives

AUPTC Reviews

AUPTC

DMA

Alternatives

eRep Reviews

eRep

Revalize
KAPS Reviews

KAPS

Kelmar