BlueMind

BlueMind

4 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
BlueMind	Score 9.4 out of 10	N/A	BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is a CRM platform, database and risk management tool. Compliance is built into the system and it generated as the agent turns the lead into a client. The tool suite is designed to replace legacy…	$19.99 per user/per month

Pricing

BlueMind

Editions & Modules

Beginner: $19.99
per user/per month
Advanced: $49.99
per user/per month
Enterprise: Please Contact Us

Offerings

Pricing Offerings
BlueMind
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Entry-level Setup Fee

Optional

Additional Details

There is an additional 25%+ discount for annual licensing

More Pricing Information

Community Pulse
	BlueMind
Considered Both Products	BlueMind AN Amos Ngai Academic Chair Chose BlueMind BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately. Incentivized Helpful?
Top Pros	Pro Client management
Top Cons	Minus Bit more robust Minus Use cases Minus Different use cases

User Ratings
	BlueMind
Likelihood to Recommend	6.0 (1 ratings)

User Testimonials
	BlueMind
Likelihood to Recommend	BlueMind BlueMind is exactly what you would expect from a SaaS CRM solution. It's fast and responsive with a modern design and connects to many existing systems. This is great for a workforce that is remote or we share the data with many users/stakeholders. However, because our business has multiple uses for a CRM, BlueMind isn't as customizable as some of the larger offerings Incentivized AN Amos Ngai Academic Chair Read full review
Pros	BlueMind Transparency - compliance Dashboards Client management Incentivized AN Amos Ngai Academic Chair Read full review
Cons	BlueMind Automation can be a bit more robust, still requires a bit of fixing to make it work consistently Target estimations are not very deep Dashboards could be more customizable for different use cases. Incentivized AN Amos Ngai Academic Chair Read full review
Alternatives Considered	BlueMind BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately. Incentivized AN Amos Ngai Academic Chair Read full review
Return on Investment	BlueMind Much more functional than a traditional database Dashboards provides a great single-source information for reporting Client management ensures stakeholders are connected Incentivized AN Amos Ngai Academic Chair Read full review
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