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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
Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B.
Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones.
The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.
API Access
Has API
No
API Access
Has API
No
Integrations
ActiveCampaign
No
Axis LMS
No
Chat Agents
No
Dropbox
No
Facebook
No
Gmail
No
Google Docs
No
KashFlow
No
Leadinfo
No
Microsoft Excel
No
Integrations
ActiveCampaign
Yes
Axis LMS
Yes
Chat Agents
Yes
Dropbox
Yes
Facebook
Yes
Gmail
Yes
Google Docs
Yes
KashFlow
Yes
Leadinfo
Yes
Microsoft Excel
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$17.00/month
Free - $0
Starter - $17 per user per month
Professional - $33 per user per month
Enterprise - $50 per user per month
Starter - $17 per user per month
Professional - $33 per user per month
Enterprise - $50 per user per month
Free Trial
Yes
Free Version
Yes
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
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Identifee
Founded
2019
Country
United States
Website
identifee.com/platform
Vendor Details
Company Name
Spotler
Founded
2004
Country
The Netherlands
Website
spotler.com/en-gb/crm
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
Product Features
Appointment Reminder
Appointment Scheduling
Yes
Calendar Management
Yes
Call Reminders
Yes
Email Reminders
Yes
Online Booking
No
Payment Reminders
No
Recurring Appointments
Yes
Rescheduling
Yes
SMS Messaging
No
Two-Way Messaging
Yes
Construction CRM
Client Tracking
Yes
Contract Management
No
Forecasting
Yes
Project Management
No
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
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
Customer Engagement
Analytics
Yes
Churn Management
No
Communication Management
Yes
Community Management
Yes
Content Syndication
No
Feedback Collection
Yes
Gamification
No
Live Chat
Yes
Video Content
Yes
Customer Experience
Action Management
Yes
Analytics
Yes
Customer Segmentation
Yes
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
Yes
Multi-Channel Collection
No
Sentiment Analysis
No
Survey Management
No
Text Analysis
No
Trend Analysis
Yes
Customer Satisfaction
360 Degree Feedback
No
Analytics
Yes
Call Reporting
Yes
Complaint Monitoring
Yes
Feedback Collection
Yes
Survey Management
No
Customer Success
Account Alerts
Yes
Account Management
Yes
Communication Management
Yes
Customer Engagement
Yes
Customer Lifecycle Management
Yes
Health Score
No
Onboarding
Yes
Revenue Management
No
Usage Tracking / Analytics
Yes
Win / Loss Analysis
Yes
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
Yes
Appointment Scheduling
No
Call Logging
Yes
Comments / Notes
Yes
Custom Reports
Yes
Document Management
Yes
Email Templates
No
Interaction Tracking
Yes
Lead Management
Yes
Lead Scoring
Yes
Pipeline Management
Yes
Reporting / Analytics
Yes
Task Management
Yes
