---
title: identifee Reviews
meta_title: 'identifee Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how identifee works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# identifee Reviews
**Vendor:** identifee  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)
## About identifee
The Engagement Platform for Financial Services Deliver a connected experience, with automated data-driven insights and bite-sized training. Wow your customers, grow revenue and deposits.






- [View identifee pricing details and edition comparison](https://www.g2.com/products/identifee/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-14+09%3A25%3A06+-0500&secure%5Bsession_id%5D=0d364bce-ac2b-440d-bf7c-49d5d91f761b&secure%5Btoken%5D=5db4b97945161cab308550e9fea7ed98c0990b8746d90694633034fd73a3ac31&format=llm_user)

## identifee Features
**Content**
- Automation
- Marketing Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging
- Activity Dashboard

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics
- Email Management
- Email Marketing

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management
- Contact Management

**Agentic AI - Financial Services CRM**
- Decision Making

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top identifee Alternatives
  - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (642 reviews)
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