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
Odegee Comparisons
Popular Odegee Alternatives
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
AKKROO Comparisons
Popular AKKROO Alternatives
You should pay attention to the fact that even though both Odegee and AKKROO may offer an outstanding set of features each solution might be aimed at a different business size. If you are analyzing various solutions you should focus on a business type they are meant for. Specific features could scale up well for huge enterprises but if you have a small or medium business it’s often more sensible to stay away from paying for complex functionalities that you may never have a chance to use.
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