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What is NeeN AI CRM?

🚀 9ance — NeeN AI CRM Suite. 9ance provides an all-encompassing CRM solution enriched with AI capabilities, designed to manage every aspect of customer engagement seamlessly. By employing NeeN AI technology, it fuses various specialized CRM elements into a unified and efficient platform. The Sales CRM module is dedicated to tracking leads, sales transactions, and overall revenue management, whereas the Service CRM enhances productivity through streamlined workflows. For the real estate industry, the Real Estate CRM focuses on overseeing project management and sales operations. EduCRM is tailored for educational entities, Field Force CRM analyzes team performance metrics, and Helpdesk CRM is geared towards optimizing customer service interactions. Through its application of AI-driven insights, automation tools, and a centralized communication framework, 9ance CRM empowers organizations to increase operational efficiency, elevate productivity levels, and drive growth, all within one cohesive system. This pioneering suite not only simplifies business operations but also fosters better teamwork among employees, ultimately leading to heightened customer satisfaction and loyalty over time.

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.

Media

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$18/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

9ance

Date Founded

2025

Company Location

India

Company Website

9ance.com

Company Facts

Organization Name

Identifee

Date Founded

2019

Company Location

United States

Company Website

identifee.com/platform

Categories and 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

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

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