---
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=2026-06-24+18%3A12%3A56+-0500&secure%5Bsession_id%5D=7d45dce7-6619-48db-bf2f-8a88c2e8aa05&secure%5Btoken%5D=84c76843d55b5f0e022b7ef7c24956e747dafb76db773775e80898386c9849db&format=llm_user)

## identifee Features
**Content**
- Automation

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

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

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

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

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

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

## Top identifee Alternatives
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  - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)