ClickUp
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
- Assign Comments
- Resolve Comments
- Filter by Status
- Customize Assignees
- Collaboration Detection
- Image Mockups: Comments & Tasks
- Multiple assignees
- Threaded Comments
- Multi-Task Management
- Super Rich Editing
- Tabs
- Three Different Views
- Custom Statuses
- Simple Statuses
- Priority
- Agile Board View
- Box View
- Progress Percentage
- Hierarchy
- Custom Notifications
- Activity Stream
- Mentions
- Slack Unfurl
- Drag and drop reordering
- Smart Search
- Gantt Chart
- Calendar
- Mobile Apps
- Clear Notifications
- Edit Comments
- Machine Learning
Pricing Info
Next to the free plan, ClickUp offers a monthly/annual unlimited pricing subscription and business plans. Here are the details:
Free
- 100MB Storage
- Unlimited Tasks, Free Plan Members
- 2-Factor Authentication
- Collaborative Docs
- Kanban Boards
- Real-Time Chat
- Whiteboards
- Sprint Management
- In-App Video Recording
- Native Time Tracking
- 24/7 Support
Unlimited – $5/user/month (annual billing)
Everything on free forever, plus:
- Unlimited Storage, Integrations, Dashboards, Gantt Charts, and Custom Fields
- Guests with Permissions
- Teams (User Groups)
- Email in ClickUp
- Form View
- Goals & Portfolios
- Agile Reporting
- Resource Management
Business (mid-size teams) – $12/user/month (annual billing)
Everything on unlimited, plus:
- Google SSO
- Unlimited Teams
- Custom Exporting
- Advanced Public Sharing, Automations, Dashboard Features, Time Tracking
- Granular Time Estimates
- Timelines & Mind Maps
- Workload Management
- Goal Folders
Business (multiple teams) – $19/user/month (annual billing)
Everything on Business (mid-size teams), plus:
- Team Sharing
- Subtasks in Multiple Lists
- Custom Role Creation. Permissions and Capacity in Workload
- Increased Automation and API
- Admin Training Webinar
- Priority Support
Integrations
ClickUp integrates with 0ver 1,000 business systems and applications, including, but not limited to the following:
- Slack
- Github
- Microsoft Outlook
- Hubspot
- Google Drive
- Harvest
- Zoom
- Vimeo
- YouTube
- Loom
- Chrome
- Zendesk
- Tableau
- Twilio
- Dropbox
- Everhour
- Toggl
Check the full list: https://clickup.com/integrations
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Samsung, IBM, Booking.com
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
A simple and intuitive project management system created for all business types across industries. The cloud-based platform allows teams to collaboratte, meet, and plan together to deliver projects on time.
Company Email
help@clickup.com
Contact No.
Company's Address
215 Lowell Ave
Palo Alto, CA 94301
USA
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Almost as important as features and user support quality are pricing plans given by Odegee and ClickUp. Even though cost should not be the only factor it’s without a doubt an important thing to consider. You should expect a flexible pricing package that can be adjusted to your team size and painlessly scaled up if your team expands. Be sure that you don’t pick pricing plans that have complex tools that you won’t find useful and always make an effort to get in touch with the vendor directly as enterprises can usually count on more affordable prices. You should also try out a free trial or demo of every service to spend at least some time working with it. It’s a useful experience that doesn’t ask you to spend any money and offers a practical overview of what it’s like to work with Odegee and ClickUp.
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