LeadExec
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Lead Management for Marketers
- Automated Lead Distribution
- Advanced Lead Scoring
- Integrate Leads Into any CRM
- TCPA Compliance Solution for Landing Pages
- Phone Call Lead Distribution
- Text SMS lead delivery
- Round Robin, Weighted, Percentage Lead Distribution
- Zip, State, Country Code Lead Distribution
- Email lead distribution
- Client and Vendor Web Portal
- CPC and SEO tracking
- Full Featured API
- Live Call Transfers
- Integrate Forms and Landing Pages
- Real-Time Reporting
Pricing Info
For paid subscriptions, LeadExec has three packages:
Starter
- $450 monthly
- up to 5 000 leads
Premium
- $1500 monthly
- up to 5 000 leads
Enterprise
Contact the company for LeadExec price details.
Integrations
- SalesExec
- NetSuite CRM+
- Marketo
- Salesforce Sales Cloud
- Unbounce
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Direct Business Lending, CertainTeed, FloodSimple, LeadsCon, Lend
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
LeadExec is a lead distribution software designed to capture and route inbound phone calls and web leads. It's tailored for sales managers, marketing managers, and outbound sales professionals for use in various industries such as call centers, franchise, home services, travel and tourism, and property financing. LeadExec contains features that optimize lead capture, certify consumer intent, and generate reports instantly.
Company Email
SupportTeam@clickpointsoftware.com
Contact No.
Company's Address
5425 E. Bell Road, Suite 143 Scottsdale, Arizona 85254
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All the data, details and opinions that we shared in this comparison were collated from official company pages, promotional content available online, actual experience from real customers as well as our personal hands-on use of each solution by a professional reviewer. We put a lot of effort to extensively test each product, so we not only test it on our own, but we also compare our findings with experiences of other users from the SaaS community.
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