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Odegee Review

Odegee
Our score: 8.0 User satisfaction: 95%

What is Odegee?

Odegee is a powerful and comprehensive lead generation automation software created specifically for professional financial advisors operating solo and wealth management teams working as a unit. The platform is designed to help financial professionals manage and grow the wealth of high net worth clients by simplifying pipeline building and management and speeding up the prospecting process without compromising the quality of leads.

Odegee provides financial management professionals access to accurate, reliable, and real-time financial data collected from various sources across the country. This quick and unhindered link to crucial financial data improves the prospecting quality, enabling users to target smarter, as well as discover and capitalize on new opportunities when they come.

Professional financial advisors and teams that use Odegee can learn about important events in real-time, allowing them to respond more effectively than ever. Conventional CRMs make lead management more tedious and cumbersome. With Odegee, finding, engaging, and uploading prospects into the pipeline are not only automated but also data-driven.

As a result, financial advisors work with prospects of higher quality. That translates to a 7-15% boost in meetings and closed deals. Users can easily define the opportunities they want to target and have these specific leads delivered regularly. As lead generation becomes not just automated but also smart, financial advisors can expect more revenue and better growth for their practice.

Overview of Odegee Benefits

Odegee is backed by several useful features that give financial advisors and wealth management teams the following benefits:

A Better Prospecting Process

As a financial advisor, you need to have immediate and unhindered access to real-time financial data from trustworthy sources. On top of that, you’ll also need a powerful system to analyze all those data so you don’t have to waste time slicing and dicing information to get actionable insights, better leads, and high-quality prospects.

Odegee helps you ditch CRM-based lead management and prospecting practices. The software makes it simple for you to transition to a more automated and data-driven approach. Whenever you need information and insights, Odegee brings you all the information you need and more, so you can target your prospects intelligently, close more deals, and gain more investors.

Continuing Evolution

Technologies continue to evolve. There is a constant need for your practice to adapt as technological advances happen. That said, keeping up with emerging technologies can take a toll, especially if you have to do it manually.

Odegee evolves and updates constantly to keep up with technological requirements, industry standards, as well as the unique needs and requirements of the financial advising and management sector.

Retain New Advisors

Among the issues that plague financial management firms is the low retention rate of new advisors. This is due to the numerous hurdles and opportunities that are missed.

With Odegee, retaining new advisors becomes a breeze as they are able to discover more opportunities, respond with sound and effective data-driven strategies, and close more deals.

Overview of Odegee Features

  • Asset Growth
  • Customized Platform
  • Customized Contacts
  • All Day Support
  • Salesforce Integration
  • BDA (Business Development account eligible)
  • Lead Designation
  • Customized Team Search
  • Team Support

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Odegee Position In Our Categories

Bearing in mind companies have specific business-related demands, it is reasonable that they steer clear of paying for a one-size-fits-all, “perfect” business application. At any rate, it would be almost impossible to chance on such application even among popular software products.
The better thing to do should be to write the numerous essential factors which require inspection such as crucial features, pricing, technical skill capability of staff, business size, etc. Thereafter, you should do your research through and through. Have a look at some of these Odegee evaluations and scrutinize each of the software systems in your list in detail. Such all-encompassing research guarantees you weed out unfit apps and pay for the one that includes all the tools your company requires.

Position of Odegee in our main categories:

Odegee is also listed in the following subcategories:

Every organization has different needs and requires an application that can be customized for their size, type of staff members and buyers, and the specific industry they are in. For these reasons, no software can provide perfect functionality out-of-the-box. When you look for a software system, first be sure what you need it for. Read some Odegee Lead Management Software reviews and ask yourself do you desire basic functionality or do you want advanced functionality? Are there any industry-specific tools that you are searching for? Find the answers to these queries to assist your search. There are lots of factors that you need to reflect on and these include your finances, specific business needs, your organization size, integration requirements etc. Take your time, check out a few free trials, and finally choose the platform that presents all that you want to boost your firm competence and productivity.

How Much Does Odegee Cost?

Odegee Pricing Plans:

Free Trial

Solo Advisor

$500/month

Wealth Team

$1,000/month

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

User Satisfaction

Positive Social Media Mentions 19
Negative Social Media Mentions 1

We realize that when you make a decision to buy Lead Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Odegee reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Odegee. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Odegee pricing details?

Odegee Pricing Plans:

Free Trial

Solo Advisor

$500/month

Wealth Team

$1,000/month

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

What integrations are available for Odegee?

No information available.

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Reviewed By Jenny Chang
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