Close
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
- Built-in Calling and SMS
- Email Integration
- Automated Follow-ups
- Lead Management and Pipeline Tracking
- Task and Activity Management
- Customizable Dashboards
- Sales Analytics and Reporting
Pricing Info
Close provides four enterprise pricing plans designed to help businesses leverage the power of the Close platform without going beyond budget. Choose annual billing to save up to 35%. Users may also opt for a solo plan.
- Unlimited contacts and leads
- Multiple pipelines
- Advanced lead and activity filters
- Built-in email, calling, and SMS
- Centralized inbox and task list
*Workflows not included
Growth – $99/seat/month
- Everything in Essentials +
- Automated workflows
- Power dialer
- AI email assistant
- Custom activities
Scale – $139/seat/month
- Everything in Growth +
- Role-based access and permissions
- Lead visibility rules
- Predictive dialer
- Unlimited call recording
Solo – $9/month
- Everything in Essentials but
- Limited to 1 user
- Limited to 10,000 leads
*Workflows not included
Integrations
Close supports integrations with the following business systems and applications:
- 99Inbound
- Alice
- Allegow
- AppInsights
- Balto
- Better Proposals
- COZYROC
- Calendly
- Clay
- Close GPT
- Complily
- Conversify
- Convin
- Copyfactory
- Custify
- Customer.io
- Databar
- Digioh
- Driftrock
- Drip
- Dripify
- DropFunnels
- Enthu.AI
- Findymail
- Fireflies
- Fivetran
- FrontRace
- GAConnector
- Geckoboard
- GetAccept
- Glances
- Gmail
- Gong
- Google Calendar
- Help Scout
- Helpwise
- Hightouch
- Hotglue
- HubSpot
- Hyperise
- Integrately
- InvoiceBerry
- iClosed
- Jiminny
- JustCall
- journy.io
- Kennected/LinkedFusion
- Klavis AI
- KlickTipp
- KrispCall
- Latenode
- Lead Mapper
- LeadFuze
- Leadinfo
- LeadsBridge
- LinkClose
- LinkMatch
- Linked Helper
- LiveAgent
- Magic Sales Bot
- Make
- Master Metrics
- Microsoft 365
- Missive
- Pabbly
- Palette
- Plecto
- Poper
- Prelo
- Process Street
- QuotaPath
- Reform
- Reply
- Retool
- Ringover
- SavvyCal
- Scoop Analytics
- ScriptCaller
- SeekWell
- Segment
- Sendspark
- Sequin
- Setter
- SignWell
- Signable
- Skyvia
- SnapAddy
- Spiff
- Stitch
- SyncSpider
- TAMI
- UpLead
- Voila Norbert
- viaSocket
- Whalesync
- Zapier
- Zoom
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Branch, MakeSpace, toggl
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
Close is a potent sales automation tool that helps sales teams handle leads, track pipelines, and communicate more effectively.
Company Email
support@close.com
Contact No.
Company's Address
Close
California
USA
Close Comparisons
Popular Close Alternatives
You don’t want simply a wide range of functionalities and adjustable pricing packages from a popular Sales Tools. Almost as essential as main features is a top-notch customer support. You want to make sure that if you have any questions about Odegee or Close, or you run into a problem, or perhaps you’ll need to request a certain update or feature beneficial to your team you can rely on a responsive and helpful customer support. Check out if services such as phone support, tickets or live chat are offered. Additionally, it’s a major asset if you can profit from individual training or at least an FAQ you can use.
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