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
Popular Odegee Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Unlimited leads, calls, deals and tasks
- Custom fields and filters
- Activity tracking
- Call routing
- Call recording
- Sales and call reporting
- Email integration
- Lead capture
- Lead distribution
- Lead segmentation
- Pipeline management
- Source tracking
- Calendaring and events
- Notes and comments
- Timeline view
- Open API for developers
- Task and notification automation
- Bank-quality data security
- Amazing customer support
Pricing Info
Start with completely free LeadManagement Cloud or upgrade to Voip Sales Dialer to get additional functionality. Choosing the free version you will receive:
- Available for 5 users
- 50 000 leads / contacts per organization
- Unlimited custom fields and filters
- Lead distribution
- Lead segmentation
- Pipeline management
- Source tracking
- Tasks scheduling
- Real-time activity dashboard
- Ability to buy local numbers of 40 countries
- WebRTC phone and click-to-call dialer
- Detailed call report
- Email integration
- Bank-quality data security
- Amazing customer support
After the upgrade you will receive:
- Unlimited users
- Unlimited leads / contacts
- Lead capture via Web-to-Lead API integration
- Inbound calls and ACD queues, call transfer
- Ability to use own DID number
- Intelligent call routing
- Call recording
- Detailed user’s activity report
- Pipeline report
Integrations
Voip Sales Dialer integrates with:
- Gmail
- Outlook
- Other email service providers
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
Voip Sales Dialer is a cloud-based business sales solution that fuses CRM, lead management, and click-to-call dialer into a single, unified platform. It also has a team calendar that allows sales representatives to keep track of team objectives. What’s more, it can store email conversation history for better communication.
Company Email
sales@voiptimecloud.com
Contact No.
Company's Address
Voip Sales Dialer Comparisons
Popular Voip Sales Dialer Alternatives
Almost as important as features and user support quality are pricing packages given by Odegee and Voip Sales Dialer. Even though price should not be the sole aspect it’s surely a key thing to consider. You should look for a flexible pricing package that can be matched with your company size and easily scaled up if your team develops. Be sure that you don’t opt for plans that have extra features that you won’t find a use for and always try to get in touch with the vendor directly because enterprises can often benefit from more affordable prices. You should also try out a free trial or demo of every service to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t require you to pay any money and offers a solid overview of what it feels like to work with Odegee and Voip Sales Dialer.
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