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ease
features
design
support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

August Health

Integrations

August Health

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

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
Billing & Invoicing
Building Maintenance
Care Planning
Event / Activities Planning
Incident Management
Marketing / Lead Management
Meal / Nutrition Management
Medical Records
Medication Tracking
New Resident Assessment
Resident Info Management
Scheduling
Staff Management
Work Order Management

Product Features

Financial CRM

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

Alternatives

Alternatives

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