Pipedrive
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
- Sales pipeline view
- Lead generation tools
- Workflow automation
- Built-in caller function
- Product feature
- Smart Docs
- Scheduler
- eSignatures
- Email integration
- Goal setting and reporting
- Contact history
- Contact Data
- Merge Duplicates
- Google Calendar and contacts integration
- API
- Mobile apps
- Fully customizable
- Roles and organizational hierarchy
- Multi-language
- 24/7 support
- Timeline view
- Sales reporting
- Google Apps integration
- Email tracking
- Google Maps integration
- Powerful API
- Multi-language and multi-currency
- Data import and export
Pricing Info
Pipedrive is available in four SMB and Ultimate pricing plans. All payment plans offer a free 14-day trial. The following paid plans are available:
Lite – $24/seat/month ($14 billed annually)
-
Lead, calendar, and pipeline management
-
Seamless data import and 400+ integrations
-
Activity, deal, and contact reports
-
Personalized onboarding
Growth – $49/seat/month ($39 billed annually)
-
Lite plan +
-
Full email sync with tracking
-
Automations and nurturing sequences
-
Subscriptions and forecast reports
-
Meeting scheduler and contacts timeline
-
Live chat support
Premium – $79/seat/month ($49 billed annually)
-
Growth plan +
-
Lead generation and routing
-
Custom scoring and company data enrichment
-
AI-powered multi-email tools
-
Contracts and e-signatures
-
Enhanced customization for teams, reports and data fields
Ultimate – $99/seat/month ($79 billed annually)
-
Premium plan +
-
Fortified account security with rules and alerts
-
Phone and email data enrichment
-
Maximized usage limits
-
Sandbox testing account
Integrations
Pipedrive integrates with over 300 apps. More information here: https://www.pipedrive.com/en/marketplace/apps
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
SkyAnalytics, Contactzilla, Iterable, MaxwellHealth
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
Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.
Company Email
team@pipedrive.com
Company's Address
460 Park Ave South
New York, NY 10016
USA
Pipedrive Comparisons
Popular Pipedrive Alternatives
You shouldn’t count on only a broad range of features and adjustable pricing from a well-known Sales Tools. Almost as important as main features is a quality customer support. You want to guarantee that when you have any questions about Odegee or Pipedrive, or you face some problems, or maybe you’ll want to request a specific change or functionality beneficial to your company you can trust in a responsive and helpful customer support. Examine if services such as phone support, tickets or live chat are provided. What is more, it’s a major asset if you can profit from personal training or at least a knowledge base you can use.
Page last modified