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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Icon represents the collaboration between VoiceFriend’s advanced communication technology and Caremerge’s premier engagement solutions, united by a shared goal of empowering organizations that assist seniors by providing essential tools for enhancing the experience of both older adults and their caregivers. Our aim is to transform the aging journey into something remarkable through the integration of top-tier communication and engagement software designed specifically for senior support organizations, ensuring that every interaction is meaningful and effective.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aline Yes 
Attendance on Demand Yes 
August Health Yes 
Caremerge Yes 
Eldermark Yes 
FullCount Yes 
GroveMenus Yes 
HubSpot CRM Yes 
MatrixCare Yes 
Paycom Yes 
Paylocity Yes 
RealPage Yes 
ResiDex Yes 
Salesforce Yes 
ServingIntel Yes 
Stripe Yes 
TheWorxHub Yes 
UKG Pro Yes 
WelcomeHome Yes 
Yardi EHR Yes 

Integrations

Aline No 
Attendance on Demand No 
August Health No 
Caremerge No 
Eldermark No 
FullCount No 
GroveMenus No 
HubSpot CRM No 
MatrixCare No 
Paycom No 
Paylocity No 
RealPage No 
ResiDex No 
Salesforce No 
ServingIntel No 
Stripe No 
TheWorxHub No 
UKG Pro No 
WelcomeHome No 
Yardi EHR No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
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 Yes 

Types of Training

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

Vendor Details

Company Name

Go Icon

Country

United States

Website

goicon.com

Vendor Details

Company Name

Identifee

Founded

2019

Country

United States

Website

identifee.com/platform

Product Features

Assisted Living

Admissions Management No 
Billing & Invoicing No 
Building Maintenance No 
Care Planning No 
Event / Activities Planning Yes 
Incident Management No 
Marketing / Lead Management Yes 
Meal / Nutrition Management No 
Medical Records No 
Medication Tracking No 
New Resident Assessment No 
Resident Info Management Yes 
Scheduling Yes 
Staff Management Yes 
Work Order Management Yes 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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