Where Identifee is headed.
Upcoming & In Progress
Advanced filtering, everywhere
Shape list views around the fields you care about and cut straight to the records that matter — across every module.
Advanced filtering, everywhere
Shape list views around the fields you care about and cut straight to the records that matter — across every module.
- Add any field as a column in list views, starting with Accounts.
- Filter by any field to pull up exactly the segment you need.
- One consistent filtering experience across every module.
Expanded CRM reporting
A refreshed suite of up to eight built-in reports covering team activity, sales performance, and pipeline health.
Expanded CRM reporting
A refreshed suite of up to eight built-in reports covering team activity, sales performance, and pipeline health.
- Activity by team — how each team is engaging its accounts.
- Sales by team and product — where revenue is coming from.
- Pipeline aging — deals and dollars in pipeline by stage, how long deals sit in each stage, and deals with no follow-up scheduled.
- Today's reports get a refresh alongside the new additions.
Pipeline stage automation
Rule-based workflows that trigger the right next step automatically when a deal changes stage.
Pipeline stage automation
Rule-based workflows that trigger the right next step automatically when a deal changes stage.
- Define rules for what happens when a deal enters a pipeline stage.
- Example: a deal reaches a key stage and a follow-up activity is created automatically.
- Keep deals moving without manual busywork between stages.
Merge duplicate accounts
Combine duplicate account records into a single, complete profile — cleaner data, sharper reporting.
Merge duplicate accounts
Combine duplicate account records into a single, complete profile — cleaner data, sharper reporting.
- Combine duplicate accounts into a single record.
- One clean profile per relationship — better reporting and cleaner outreach.
Data import & export
Move CRM data in and out on your terms — bulk imports to get set up fast, exports whenever you need them.
Data import & export
Move CRM data in and out on your terms — bulk imports to get set up fast, exports whenever you need them.
- Bulk-import records to bring your existing book into Identifee.
- Export your CRM data whenever you need it — it's your data.
Bulk data enrichment
Auto-complete enrichment, applied in bulk — fill in and refresh record details across your whole book at once.
Bulk data enrichment
Auto-complete enrichment, applied in bulk — fill in and refresh record details across your whole book at once.
- Apply Identifee's auto-complete enrichment to many records at once.
- Firmographic details filled in and kept fresh across your book of business.
Organization-wide audit logs
A complete record of every interaction in your CRM, with the visibility and accountability regulated institutions expect.
Organization-wide audit logs
A complete record of every interaction in your CRM, with the visibility and accountability regulated institutions expect.
- Every interaction inside the CRM captured in one organization-level log.
- Designed for the oversight and compliance needs of financial institutions.
Flexible account ownership
Add, change, or remove primary and secondary account owners so coverage always reflects how your team works.
Flexible account ownership
Add, change, or remove primary and secondary account owners so coverage always reflects how your team works.
- Assign primary and secondary owners on any account.
- Edit or remove owners as teams and coverage change.
Bulk actions for pipelines and activities
Update many records in one move — complete activities in bulk or shift groups of deals to a new pipeline stage.
Bulk actions for pipelines and activities
Update many records in one move — complete activities in bulk or shift groups of deals to a new pipeline stage.
- Mark batches of activities complete in one step.
- Move multiple deals or activities to a different pipeline stage in one action.