--- title: Aidentified Reviews meta_title: 'Aidentified Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Aidentified works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 3 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Aidentified Reviews **Vendor:** aidentified **Category:** [Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence) **Average Rating:** 5.0/5.0 **Total Reviews:** 3 ## About Aidentified Aidentified is an AI-powered prospecting tool that helps financial services professionals find, qualify, and close more business by focusing on warmer leads. With Aidentified, you’ll: -Make lists of your ideal prospects in minutes using over 150 attributes. -See your warmest relationships path to each of them with our AI relationship mapping. -Get daily alerts about your prospects' and clients' money-in-motion events. Stop the cold call spray-and-pray, and start monetizing the network you never knew you had. Aidentified was recognized by the SIIA CODIE awards as Best Industry Contact Relationship Management Solution in 2024, as "One to Watch" in Snowflake's 2023 Modern Marketing Data Stack Report, and was featured on WealthTech100's 2024 list of the world's most innovative WealthTech companies. ## Aidentified Pros & Cons **What users like:** - Users value Aidentified for its **enhanced outreach capabilities** , allowing for efficient prospecting and client preparation daily. (2 reviews) - Users highlight the **exceptional data accuracy** of Aidentified, enhancing outreach and prospecting significantly for their teams. (2 reviews) - Users benefit from Aidentified's **exceptional data quality** , enabling accurate prospect identification and efficient outreach efforts. (2 reviews) - Users value Aidentified for its **extensive database and accurate prospecting tools** , greatly enhancing outreach efficiency and targeting. (2 reviews) - Users value the **unmatched accuracy** of Aidentified's data, enhancing their prospecting efficiency remarkably. (1 reviews) - Accuracy of Information (1 reviews) - Accurate Data (1 reviews) - Advanced Search (1 reviews) - Automation (1 reviews) - Contact Information (1 reviews) **What users dislike:** - Users note the **outdated information** may hinder effective use of Aidentified's evolving features and updates. (1 reviews) - Users express a need for more **timely updates** from Aidentified to effectively utilize the platform's new features. (1 reviews) - Users find the **update issues** of Aidentified challenging, desiring better communication of new features and improvements. (1 reviews) ## Aidentified Reviews ### 1. Aidentified Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Ric L. | Schwab Personal Choice Retirement Account (PCRA) Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2024 **What do you like best about Aidentified?** I have been an Aidentified user for years. Long enough to know they deliver what they promise. And to know they really listen to their user base. To continually improve their data and search tools based on user feedback. The depth of their search database is unmatched. For both individual and company prospect search. Their work and home phone numbers, emails, and address information is eerily accurate. Their alerts and triggers have changed my company and individual prospecting efforts forever. I can continually contact the right person at the right company at the right time. I spend less time searching for the right person at the right company. And trying to figure out the best method to reach out. Aidentified has dramatically reduced my prospect research time each week. I can't recommend Aidentified highly enough. Take the time for a demo or a sales call. And have your tough prospecting database questions ready to ask. **What do you dislike about Aidentified?** The database is very sophisticated. Aidentified provides great tutorial videos and customer support. **What problems is Aidentified solving and how is that benefiting you?** I spend less time searching for the right person at the right company. . I can continually contact the right person at the right company at the right time. ### 2. Aidentified: Fuel to our Fire! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about Aidentified?** Aidentified has completely changed the game for us. As 1 of the 3 lead advisors on our forum producing team, it lies on our shoulders to drive outreach every single day. With Aidentified at our disposal, there are no excuses not to make 500+ calls per day between the three of us. Aidentified not only allows us to keep our pipeline full, but it allows us to examine client financial data prior to meeting with them. This is critical, since our lead advisors are handling conversations with lower income clients (Assocaite Directors, managers, etc.) . For example, we might be set to meet with a manager for instance.... but Aidentified can tell us that this person's spouse is actually a Director at XYZ firm, meaning ths discussion might be more appropriate to be run by one of our more senior advisors. Aidentified also allows us to prepare relevant & pointed feed lists for our current clients to drive new business and uncover opportunities within our client's respective inner circles. **What do you dislike about Aidentified?** Aidentified is young in it's lifecycle, meaning there are alot of updates being made throughout the months. It would be helpful to receive notice of these updates in a more formal manner to ensure we are leveraging new nuances of the platform. **What problems is Aidentified solving and how is that benefiting you?** There is no shortage of people to call. In a time where people are making the extra effort to make their information unavailable to the average Joe advisor to obtain, Aidentified has cracked the code. This is America... we can call who we so please! (Unless they're on the national DNC list, which in that case, CRM comes in handy) ### 3. Business development game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Curtis E. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2024 **What do you like best about Aidentified?** it's LinkedIn + Facebook x 10, massively more valuable **What do you dislike about Aidentified?** why didn't they come out with this 10 years ago! **What problems is Aidentified solving and how is that benefiting you?** getting much better data on prospects - [View Aidentified pricing details and edition comparison](https://www.g2.com/products/aidentified/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-05+14%3A54%3A29+-0500&secure%5Bsession_id%5D=84d492fd-457f-4714-ac24-2f16b8dd1a74&secure%5Btoken%5D=31ac38cf9b05592acae0ce82681e5bb313467cfc9ab6b26da524ecbf447aadb9&format=llm_user) ## Aidentified Features **** - Calendar Sync - CRM - Conversation Intelligence - Lead Qualification - Strategic Planning - Customizable Reports - Visual Analytics - Customer Profiles - Activity Tracking - Alerts/Notifications - Contact Database - Lead Scoring - Data Import/Export - Data Cleansing - Prospecting Tools - Sentiment Analysis - Multi-Channel Data Collection - AI Copilot - Dashboard Creation - Engagement Tracking - Generative AI - Lead Generation - Interaction Tracking - Predictive Analytics - Customizable Templates - Collaboration Tools - For Sales Teams/Organizations **Data Availability** - Contact Data Availability - Company Data Availability - Industry Research Availability - Technographic Data Availability **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Lead Intelligence** - Lead Validation - Lead Enrichment - Lead Quality - Lead Analysis - Browser Extension **Lead Monitoring** - Features - Performance - Identification - Lead Capture **Agentic AI - Lead Mining** - Cross-system Integration - Proactive Assistance **Agentic AI - Lead Capture** - Cross-system Integration - Proactive Assistance **Agentic AI - Marketing Account Intelligence** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction **Data Accuracy** - Contact Data Accuracy - Company Data Accuracy - Technographic Data Accuracy **Lead Intelligence** - Market Insights - Account-level Insights - Lead Analysis **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Data Capture** - Mobile - Websites - Social Media - Data **Agentic AI - Lead Intelligence** - Cross-system Integration **Lead Management** - Segmentation - Predictive Scoring - Account Identification **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Analytics** - Export/Import - Reporting **Agentic AI - Sales Intelligence** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning - Third-Party Integrations - Calendar/Reminder System **Platform** - Internationalization - User, Role, and Access Management - Performance and Reliability - Reporting/Dashboards - Mobile User Support - APIs - Deal Management - Sales Pipeline Management - Lead Management - Contact Management - Workflow Management - Territory Management - Sales Activity Management **Marketing Campaigns** - Omni-Channel Tracking - Revenue Planning - Media Attribution - Opportunity Timeline - Customization **Sales Analysis** - ROI Forecasting - Sales Forecasting **Customization** - Forms - Personalization - Templates - Integration - Social Media Integration **** - Lead Segmentation - Conversion Tracking - Activity Dashboard - A/B Testing - AI Copilot - Pipeline Management - Drag & Drop - Reporting & Statistics - Multi-Campaign - Prospecting Tools - Customizable Fields - Lead Distribution - Event Triggered Actions - Engagement Tracking - Generative AI - Chat/Messaging - CRM - Email Marketing - Template Management - Lead Nurturing - Customizable Branding - Contact Management - Contact Database - Email Management - Real-Time Notifications - Customer Segmentation - Surveys & Feedback - Campaign Management - Activity Tracking - Alerts/Notifications - Data Extraction - Lead Notifications - Reporting/Analytics - Dashboard - Business Card/Badge Scanning - Lead Generation - Customer Database - Autoresponders - Lead Qualification - API - Forms Management - Visitor Tracking - Lead Management - Campaign Analytics - Search/Filter - Campaign Planning - Lead Scoring - Email Tracking - Drip Campaigns - Campaign Segmentation - Lead Verification/Validation - Source Tracking - Calendar Management - Reminders - Interaction Tracking - Opportunity Management - Sales Reports - Document Storage - Sales Trend Analysis - Monitoring - For Sales Teams/Organizations - Sales Forecasting - Workflow Management - Task Management **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Data Availability - Marketing Account Intelligence ** - Technographic Data Availability **Data Accuracy - Marketing Account Intelligence ** - Technographic Data Accuracy **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot **Features** - Lead Builder - Integration to CRM/Marketing Automation - Data Cleaning/Enrichment - Data Segmentation/Filtering - Search - News/People Alerts - Connections - Reporting - Messaging - Real-Time Data - Intent Data - Sales Automation - Email Marketing - Real-Time Reporting ## Top Aidentified Alternatives - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - 4.5/5.0 (8,872 reviews) - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - 4.7/5.0 (9,363 reviews) - [Lusha](https://www.g2.com/products/lusha/reviews) - 4.3/5.0 (1,605 reviews)