Odegee
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Asset Growth
- Customized Platform
- Customized Contacts
- All Day Support
- Salesforce Integration
- BDA (Business Development account eligible)
- Lead Designation
- Customized Team Search
- Team Support
Pricing Info
Pricing Info
Odegee offers the following basic and enterprise pricing packages:
Solo Advisor – $500/month
- Single Advisor
- Accelerated asset growth
- Customized Platform
- Customized Contacts
- All Day Support
- Delivered Daily
- Salesforce Integration
- BDA (Business Development account eligible)
Wealth Team – $1,000/month
- All Solo Advisor features
- Up to 5 Team Members
- Lead Designation
- Accelerated team asset growth
- Customized Team Search
- Team Support
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Merill Lynch, New York Life, Ameriprise Financial
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Odegee is a powerful and comprehensive lead generation automation software created specifically for professional financial advisors.
Company Email
contact@odegee.com
Contact No.
Company's Address
Odegee
New York, NY
United States
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Event lead capturing for marketing, sales and CRMs
- Web-based dashboard
- Customizable and branded lead capture forms
- Form builder
- Logic-driven, complex or simple forms
- Team and device coordination
- Android and iOS apps
- Offline lead capturing
- Business card scanning
- OCR with human validation
- Attendee badge scanning
- Automated emails
- Event attendee list pre-loading
- Personalized, automated follow-ups
- Lead data download in CSV/Excel format
- Performance reviews and reporting
Pricing Info
Enterprise pricing details and other product information is available upon request.
Integrations
- RESTful API
- Salesforce
- Marketo
- HubSpot
- Eloqua
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Intel, IBM, Mercedes-Benz
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Event lead capturing for marketing, sales and CRM that covers leads capturing, integration with existing sales and marketing workflows and lead monitoring
Company Email
hello@akkroo.com
Contact No.
Company's Address
AKKROO
Piano House , 9 Brighton Terrace
London SW9 8DJ
United Kingdom
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All the data, details and reviews that we offered in this analysis were taken from official company websites, marketing content available online, real-life experience from real customers as well as our personal everyday use of every solution by a professional reviewer. We put a lot of effort to comprehensively analyze every product, as a result we not only analyze it on our own, but we also match our findings with experiences of other people from the B2B community.
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