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
- Object Matching
- Real-Time Matching Results
- Customizable Tiebreakers
- Drag-and-Drop Function
- Automatic Lead Routing
- Round Robin System
- Real-Time Routing Insights
- Audit Logs
- Workflow Monitoring & Control
- Real-Time Flow Insights
- Flow History Review
- One-Click Reports
- Customizable Attribution Model
- Flexible Dashboard
Pricing Info
LeanData is a web-based, next-generation lead routing system. Companies interested in the solution can ask for a demo and request their enterprise pricing information by phone, email, or web form.
Integrations
No information available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
DynamicSignal, BetterWorks, Bluewolf
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 next-generation lead management software. It has processed more than 75 million leads for fast-scaling start-ups, rapidly growing companies, and established enterprises.
Company Email
Contact No.
Company's Address
LeanData, Inc.
1175 Sonora Ct.
Sunnyvale, CA 94086
USA
LeanData Comparisons
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Every time you choose a product that you are sure will be an actual asset for your business you shouldn’t simply focus on what experts have to say about it. Very often individual experience with the software may change, depending on your own preferences and needs. That’s why in our reviews we also give our User Satisfaction Rating for each app to give you an immediate overview of how actual users of Odegee and LeanData rate their experience with the app. Our system is based on advanced analysis of product mentions on other sites, social media and blogs, so you are going to receive a comprehensive and credible picture of what other customers think about each solution. In this case Odegee got a total satisfaction rating at 95% while for LeanData N/A% of people say they had a positive experience with it.
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