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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Easy-to-create or automated sales orders and purchase orders
- Tracking for shipped, invoiced and/or paid orders
- Collaboration platform to confirm or change orders with key people
- Full transparency to check who did what and when
- PDF export for printing or filing
- Automated calculations on profits and direct costs
- Inventory stock tracking and controlling
- Reorder points and reorder quantities setting
- Product listing via vendor’s product codes
- Product sorting by name, price, etc
- Access to financial snapshots with graphs of sales and profit
- Full information for all your contacts
- Full lists of your employees and products
- Customizable privacy settings
- In-software communication with vendors and customers
- Automated notifications for low stock, status updates and more
- Compatible with PC, Mac, Chrome, IE, Firefox, Safari and mobile browsers
Pricing Info
Here are the InFlow cost details:
InFlow is available as a Software-as-a-Service solution in the following plans:
Free Plan (unlimited users): 10 sales orders per month; unlimited purchase orders; unlimited products
$19 per month (unlimited users): 40 sales order per month; unlimited purchase orders; unlimited products
$39 per month (unlimited users): 100 sales orders per month; unlimited purchase orders; unlimited products
$99 per month (unlimited users): unlimited sales orders per month; unlimited purchase orders; unlimited products
Integrations
None indicated.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
inFlow frees you from repeating tedious tasks when processing orders, from receiving and shipping them to collecting receivables and replenishing stocks.
Company Email
Contact No.
Company's Address
Archon Systems
260 Carlaw Ave. Unit 207
Toronto, Canada
M4M 3L1
InFlow Comparisons
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All the data, details and statistics that we shared in this analysis were collected from official company sites, marketing content available online, actual experience from real customers as well as our individual everyday use of each product by an expert. We put a lot of effort to thoroughly study each product, so we not only study it internally, but we also match our results with experiences of other users from the B2B community.
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