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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

🚀 9ance — NeeN AI CRM Suite. 9ance offers a comprehensive AI-enhanced CRM solution that effectively oversees all facets of customer interactions. Utilizing the NeeN AI technology, it integrates various specialized CRM components into a singular, cohesive platform. The Sales CRM component focuses on managing leads, transactions, and revenue, while the Service CRM optimizes operational workflows. For the real estate sector, the Real Estate CRM is dedicated to managing projects and sales activities. EduCRM caters to educational institutions, Field Force CRM monitors team performance, and Helpdesk CRM facilitates customer support services. By leveraging AI-generated insights, automation features, and a unified communication system, 9ance CRM empowers organizations to enhance efficiency, boost productivity, and accelerate growth, all within one integrated platform. This innovative suite not only streamlines business processes but also enables teams to collaborate more effectively, resulting in improved customer satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$18/month
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

Identifee

Founded

2019

Country

United States

Website

identifee.com/platform

Vendor Details

Company Name

9ance

Founded

2025

Country

India

Website

9ance.com

Product Features

Financial CRM

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

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

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