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What is Identifee?

Identifee stands out as a groundbreaking platform powered by artificial intelligence, tailored exclusively for financial institutions, and it unifies an extensive range of features such as CRM+, GenAI capabilities, prospecting insights, automated workflows, business intelligence, learning management, sales assistance, and secure digital sales environments into one integrated solution. The CRM+ functionality significantly improves customer relationship management by tracking accounts, notes, activities, and sales pipelines effectively. Meanwhile, the GenAI assistant, referred to as “Ask IDA,” provides quick answers to questions, supports meeting preparations, and assesses competitor communications within seconds. Users benefit from insightful prospecting tools that reveal valuable information about target technology setups, while the workflow features deliver real-time visibility into interactions between teams and clients. Moreover, the business intelligence aspect translates complex datasets into actionable insights via intuitive dashboards and reports. The sales enablement tools allow for the swift creation of client-ready documents that include industry comparisons and engaging videos, empowering financial professionals with essential resources for success. In essence, this robust platform not only simplifies various tasks but also significantly improves strategic decision-making processes throughout the financial industry, ultimately driving greater efficiency and productivity.

What is Cool Life CRM?

Gain instant, practical insights with Cool Life Customer Relationship Manager (CRM). Designed for complex customer management situations, this CRM provides a thorough marketing solution that encompasses the entire relationship lifecycle, giving business leaders critical insights. Its fast, safe, and intuitive interface ensures that it addresses the unique market needs of specialized sectors such as professional associations, financial services, software firms, and numerous service-based organizations. By incorporating a strong array of features, Cool Life CRM enables businesses to improve their customer engagements and foster growth effectively. Additionally, its adaptability allows organizations to tailor the CRM to their specific requirements, ensuring optimal use of its capabilities.

Media

Media

Integrations Supported

LinkedIn
Quickwork

Integrations Supported

LinkedIn
Quickwork

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$195.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Identifee

Date Founded

2019

Company Location

United States

Company Website

identifee.com/platform

Company Facts

Organization Name

Cool Life CRM

Date Founded

2003

Company Location

United States

Company Website

www.coollifecrm.com

Categories and Features

Financial CRM

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

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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

Financial CRM

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

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