Excellent CRM that fits many industries
We use it to track our employer and student interactions for the purpose of reporting and tracking.
Starting at $19.99 per user/per month
View PricingOverview
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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Pricing
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
Product Demos
BlueMind: A Smart Digital Office for Financial Advisors
YouTube
Demo BlueMind
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Product Details
- About
- Competitors
- Tech 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.
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 Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | Canada, US, Brazil |
| Supported Languages | English, French, Portuguese |
