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BlueMind

BlueMind

Overview

What is BlueMind?

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…

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Recent Reviews
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Pricing

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Beginner

$19.99

Cloud
per user/per month

Advanced

$49.99

Cloud
per user/per month

Enterprise

Please Contact Us

Cloud

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://bluemind.app/pricing-plan

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

BlueMind: A Smart Digital Office for Financial Advisors

YouTube

Demo BlueMind

YouTube
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Product Details

What is BlueMind?

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 tools and manual processes, while its cloud database handles organization and data security.

BlueMind Features

  • Supported: Customer Relationship Database
  • Supported: Compliance Automation
  • Supported: Email Integration
  • Supported: E-signing
  • Supported: Client Management
  • Supported: Business Analytics
  • Supported: Policy Quoter
  • Supported: Product Illustrator

BlueMind Competitors

BlueMind Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesCanada, US, Brazil
Supported LanguagesEnglish, French, Portuguese
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Comparisons

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Reviews and Ratings

(4)

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
November 25, 2021

Excellent CRM that fits many industries

AN
Amos Ngai
Academic Chair
SAIT (Education Management, 1001-5000 employees)
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use it to track our employer and student interactions for the purpose of reporting and tracking.
Pros and Cons
  • Transparency - compliance
  • Dashboards
  • Client management
  • 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.
Likelihood to Recommend
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.
Most Important Features
  • Dashboards
  • Client Management
  • Canadian Datacenters
Return on Investment
  • Much more functional than a traditional database
  • Dashboards provides a great single-source information for reporting
  • Client management ensures stakeholders are connected
Alternatives Considered
BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately.
Other Software Used
Sugar Sell (SugarCRM), Raiser's Edge
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