Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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