TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    BlueMind

    Score10 out of 10
    N/ABlueMind 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

    MCA Suite

    Score6 out of 10
    N/AMCA Suite is a customer relationship management (CRM) system built specifically for companies in the merchant cash advance industry.N/A
    Pricing
    BlueMindMCA Suite
    Editions & Modules
    Beginner
    $19.99
    per user/per month
    Advanced
    $49.99
    per user/per month
    Enterprise
    Please Contact Us
    No answers on this topic
    Offerings
    Pricing Offerings
    BlueMindMCA Suite
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsThere is an additional 25%+ discount for annual licensing—
    More Pricing Information
    Features
    BlueMindMCA Suite
    Sales Force Automation
    Comparison of Sales Force Automation features of BlueMind and MCA Suite
    Feature
    BlueMind
    -
    Ratings
    MCA Suite
    6.0
    1 Ratings
    27% below category average
    Customer data management / contact management00 Ratings6.01 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of BlueMind and MCA Suite
    Feature
    BlueMind
    -
    Ratings
    MCA Suite
    1.0
    1 Ratings
    154% below category average
    Customizable reports00 Ratings1.01 Ratings
    Security
    Comparison of Security features of BlueMind and MCA Suite
    Feature
    BlueMind
    -
    Ratings
    MCA Suite
    8.0
    1 Ratings
    5% below category average
    Role-based user permissions00 Ratings8.01 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of BlueMind and MCA Suite
    Feature
    BlueMind
    -
    Ratings
    MCA Suite
    4.0
    1 Ratings
    63% below category average
    Reporting00 Ratings4.01 Ratings
    Best Alternatives
    BlueMindMCA Suite
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    Kintone
    Score9.7 out of 10
    Enterprises
    No answers on this topic
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    BlueMindMCA Suite
    Likelihood to Recommend
    6.0
    (1 ratings)
    6.0
    (1 ratings)
    User Testimonials
    BlueMindMCA Suite
    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
    Read full review
    Five Components, Inc.
    It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.
    Incentivized
    Read full review
    Pros
    BlueMind
    • Transparency - compliance
    • Dashboards
    • Client management
    Incentivized
    Read full review
    Five Components, Inc.
    • They have lots of detail on the deal pages.
    • It allows for multiple internal and external users.
    • It has global search functionality.
    Incentivized
    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
    Read full review
    Five Components, Inc.
    • Poor reporting.
    • Filtering is clunky.
    • They could improve on data visualization.
    • Renewal advances that are not refinances are difficult to manage.
    Incentivized
    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
    Read full review
    Five Components, Inc.
    We haven't used any others.
    Incentivized
    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
    Read full review
    Five Components, Inc.
    • We've been able to grow our working capital program over the years with the help of MCA Suite.
    • Data management is difficult, and we struggle with reporting.
    • We have granted merchants dedicated to their advances for tracking purposes.
    Incentivized
    Read full review
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