Everstage
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
- Agentic Workflows
- Real-Time Dashboards
- No-Code Plan Builder
- Workflow Automation
- Version Control
- Mobile-First Commission Tracker
- Pre-built Integrations
- Data Processor Layer
- Out-of-the-Box Plan Logic
Pricing Info
Contact the Everstage sales team for a personalized demo and a custom price quote. The final cost is typically influenced by several factors, including:
- The total number of payees (sales reps and other commissionable employees) on the platform.
- The complexity of the company’s commission plans.
- The number and type of required integrations.
- The level of customer support and implementation services required.
Integrations
CRM:
- Salesforce
- HubSpot
- Microsoft Dynamics CRM
- Zoho CRM
- Freshsales
- Pipedrive
Accounting and ERP:
- Netsuite
- Stripe
- Quickbooks
- Shopify
- Sage Intacct
- Chargebee
Database management:
- AWS S3
- BigQuery
- MySQL
- PostgreSQL
- SFTP
- Snowflake
HR Management:
- ADP Workforce
- Bamboo HR
- Ceridian Dayforce
Workday
Collaboration:
- DocuSign
- MS Teams
- Slack
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
Solves the complex and often error-prone challenge of calculating and managing sales commissions.
Company Email
Company's Address
New York, USA
Chennai, India
Everstage Comparisons
Popular Everstage Alternatives
Every time you select a service that you think will work best for your company you shouldn’t just limit yourself to what experts have to say about it. Quite frequently individual experience with the product may be different, depending on your own preferences and requirements. That’s why in our reviews we also offer our User Satisfaction Rating for every software to give you a reliable impression of how real users of Odegee and Everstage evaluate their contact with the software. Our system is based on detailed analysis of product appearances on other sites, social media as well as blogs, so you will get a full and reliable landscape of what other people think about every service. In this example Odegee has a total satisfaction rating at 95% while for Everstage 97% of people express they had a positive experience with it.
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