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
Microsoft 365
Score 8.6 out of 10
N/A
Microsoft 365 (formerly Office 365) is a Microsoft Cloud subscription service that includes Microsoft Office products (Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access). The software can be installed across multiple devices and ensures that users always have the most up-to-date version of the included Office applications.
$5
Per User Per Month
Pricing
BlueMind
Microsoft 365
Editions & Modules
Beginner
$19.99
per user/per month
Advanced
$49.99
per user/per month
Enterprise
Please Contact Us
Business Basic
$5.00
Per User Per Month
Individual
$5.84
*Per Month
Business - Apps
$8.25
Per User Per Month
Enterprise - F3
$10.00
Per User Per Month
Business Standard
$12.50
Per User Per Month
Business Premium
$20.00
Per User Per Month
Enterprise - E3
$32.00
Per User Per Month
Enterprise - E5
$57.00
Per User Per Month
Offerings
Pricing Offerings
BlueMind
Microsoft 365
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
There is an additional 25%+ discount for annual licensing
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
Microsoft 365 would be well suited for medium to large enterprises. This is where there are several hundreds or thousands of people. Since most everyone has used one of the applications the learning curve would be reduced. Another reason would be the ability to implement security measures to prevent access to sensitive data. This could justify the cost of an Enterprise license.
Slack is 1000x better than teams. Why put a 250 limit on a chat? Our company hasn't moved fully to channels and it's making us lose transparency. Plus, the teams channels we do have nobody is going to. 90% loss in visibility and engagement.
Teams for web meetings. I think the UI/UX should match Zoom which is the standard for all our customers. They don't like it when we use Teams.
Chats and Channels need to somehow be on one screen automatically without having to choose that view because majority of our company hasn't opened Teams Channels and only stays in chats.
Microsoft 365 is the gold standard for performing project tasks in a professional environment, enabling the quick transfer and exchange of files and ideas for team members who work locally and remotely. Its suite of tools is familiar and has evolved to being cloud based, allowing for files to be updated in real time from near and far.
Over the past 8 years of using Microsoft 365, I have noticed that they change vendors often. This always leads to a poor experience in the beginning, then levels out after some time for the company to get things worked out. As a customer, it is really frustrating because I don't have time when something isn't working to have them "look into my issue" and get back with me. They have even closed a ticket I specifically told them to keep open. Your applications are only as good as the support.
Its very user-friendly, collaborative and efficient that boosts productivity using cloud tools. their security is strong and it provides data protection. There are regular updates that shields us from attackers too. It offers a wealth of learning resources, including tutorials, help articles and video guide to help users make the most of the application and personally upgrade their skills.
We have a lot of nonprofit users, so they have a good ROI.
I like the constant updates without having to purchase the software repeatedly.
I used to purchase each Office (insert year here) often, so the software was up to date and had the newest options and connectors. I think my return on investment would have been much better if Microsoft had updated those versions to keep them current; after all, we did pay for them.
Microsoft 365's offering a monthly fee or a discount for a year helps, and you can look at it as a free backup if you have everything set to back up to One Drive. (Cloud-based document filing you can access anywhere ( with an internet connection)—you Can't beat that!)
