MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES
Share
Tweet
Share

Odegee Review

Odegee
Our score: 8.0 User satisfaction: 95%

What is Odegee?

Odegee is a 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, which translates to a 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

Since businesses have particular business-related wants, it is only logical that they avoid deciding on an all-in-one, ”best” software system. Having said that, it is nearly futile to come across such an app even among widely used software products. The better thing to undertake can be to take note of the varied chief functions that merit careful thought like essential features, price plans, skill ability of the users, organizational size, etc. The second step is, you should perform the product research through and through. Have a look at some of these Odegee evaluations and look into each of the solutions in your shortlist more closely. Such detailed product research guarantee you take out poorly fit software products and choose the system which has all the function you require business requires in growing the business.

Position of Odegee in our main categories:

Odegee is also listed in the following subcategories:

It is important to keep in mind that almost no service in the Lead Management Software category is a perfect solution able to fulfill all the needs of different business types, sizes and industries. It may be a good idea to read a few Odegee Lead Management Software reviews first as some solutions may excel only in a really small set of applications or be designed with a really specific industry in mind. Others might work with an intention of being easy and intuitive and therefore lack complicated features desired by more experienced users. You can also find solutions that support a broad group of users and offer a rich feature base, but that frequently comes at a higher price of such a software. Be certain that you're aware of your needs so that you pick a service that offers specifically the functionalities you search for.

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

Popular Odegee Alternatives

Top Competitors To Odegee By Price

Product name:
Price:
By quote

Trending Lead Management Software Reviews

Product name:
Score:
Satisfaction:
7.4
N/A
8.0
100%
8.6
100%

Odegee Comparisons

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.

Note

Odegee
is waiting for
your first review.

Arrow

Write your own review of this product

ADD A REVIEW

More reviews from 0 actual users:

women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Reviewed By Jenny Chang
Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?
FIND ALTERNATIVES
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.