Salesforce CRM
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
- Account and contact management
- Opportunity management and score
- Lead management
- Sales data
- File sync
- File sharing
- Sales forecasting
- Salesforce mobile app
- Contact manager
- Real-time visibility
- Drag-and-drop interface
- Dashboards
- Visual workflow
- Multi-currency support
- In-line editing
- Lead assignment and routing
- Rules-based lead scoring
- Einstein lead scoring
- Web-to-lead capture
- Campaign management
- Duplicate blocking
- Mass email
- Salesforce engage
- Email templates
- Campaign influence
- Einstein activity capture
- Calendar
- Sales console app
- Enterprise territory management
- Opportunity splits
- Salesforce CPQ and billing
- Contracts, orders, quotes, products, and price books
- Chatter, files, topics, and recommendations
- Case management
- Lightning bolt solutions
- Partner communities
- Lead registration
- Roles and permissions
- Process builder
- Lightning platform
- Web services API
- Google apps integration
- File storage per user
- Sandbox
- MuleSoft Anypoint Platform integration
Pricing Info
Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.
Essentials – $25/user/month
- Account and contact management
- Opportunity management
- Lead management
- Lead assignment and routing
- Customizable sales process
- Web-to-lead capture
- Email templates
- Mass email
- Campaign management
- Task management
- Activity feed
- Salesforce mobile app (with offline functionality)
- Chatter
- Files
- Topics and recommendations
- Configurable reports and dashboards
- Case management
- AppExchange
- Lightning app builder
- Data and file storage per user
- Inbox mobile and desktop apps
- Unlimited online training
- Read-only access to knowledge articles
- Duplicate blocking
- Standard success plan
- Google Apps integration
- Email integration with Outlook
Professional – $75/user/month
- All features of Essentials, plus…
- Lead registration
- Collaborative forecasting
- Forecasting mobile app
- Developer Sandbox
- 3 Campaign influence
- 2 Roles and permission per org
- 2 Customizable profiles per org
- 2 Customizable page layouts per org
- 1 Sales console app
- 3 Record types per object
- 5 Process builder per org
- Rules-based lead scoring
- Person accounts
- Lightning sync
- Products and price books
- Quotes
- Contracts
Enterprise – $150/user/month
- All features of Professional, plus…
- 5 Campaign influence
- Sales teams
- Calendar all
- Custom opportunity fields in forecasting
- Opportunity Splits
- Enterprise territory management
- Advanced reporting features
- Workflow and approval automation
- Unlimited custom profiles
- Unlimited custom page layouts
- Unlimited process builder per org
- Unlimited roles and permissions
- Unlimited record types per object
- 1 Partial Sandbox per org
- Web Services API
Unlimited – $300/user/month
- All features of Enterprise, plus…
- Developer Pro Sandbox
- 1 Full Sandbox per org
Integrations
Salesforce CRM integrates with the following business systems and applications:
- Force.com
- Heroku
- ExactTarget Fuel
- Third-party apps at Salesforce AppExchange
- Service Cloud
- Marketing Cloud
- Pardot,
- Desk.com
- Analytics Cloud
- Data Cloud
- JIRA
- Freshdesk
- FinancialForce
- LeadExec
- Samanage
- Zuora
- Zendesk
You can also connect Salesforce CRM with any app, data, or device via MuleSoft Anypoint Platform for an additional price.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo
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
Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads. It has lead management and marketing automation tools to help you improve your conversions. Its powerful integrations with other leading business applications allow you to have a more flexible customer relationship management.
Company Email
info@salesforce.com
Contact No.
Company's Address
Salesforce Tower
415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA
Salesforce CRM Comparisons
Popular Salesforce CRM Alternatives
Almost as essential as features and customer support responsiveness are pricing options offered by Odegee and Salesforce CRM. Although price should not be the only aspect it’s definitely a key thing to consider. You should try to find a flexible pricing plan that can be matched with your business size and painlessly scaled up when your company expands. You should be certain you don’t choose packages that have complex features that you won’t find a use for and always make an effort to contact with the vendor directly because big companies can often benefit from discounts. You should also try out a free trial or demo of each app to spend at least some time on actual work with the system. It’s a useful experience that doesn’t ask you to invest any money and gives you a practical overview of what it feels like to work with Odegee and Salesforce CRM.
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