Pricing Plans
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Unlimited Contacts
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Unlimited Tasks
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Unlimited FNAs
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Built-in Compliance
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Smart Notes
Canadian Advisors
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Unlimited Contacts
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Unlimited Tasks
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Unlimited FNAs
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Built-in Compliance
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Smart Notes
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Compliance Supervision
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Activity Reports
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User Privileges
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Revenue Tracking
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Customization
Starter
The Confidence You Need
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Lead & Contact Management
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Sales Opportunity Tracking
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AI Voice-to-Text Notes
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Automated Email Campaigns
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FNA & Automated Compliance
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Intuitive Task Management
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Google & Outlook Sync
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Email & Document Templates
Professional
Unlimited Power for You
Everything in Starter +
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Unlimited Contacts
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Comprehensive Client Onboarding
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Smart Notes with AI Summary
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Cashflow & Net Worth Automation
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Automated Notes & Task Creation
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1-on-1 White Glove Onboarding
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Data Integration & Upload
Team
For the Team you Manage
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Multi-User Functionality
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User Access Control
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Assign Leads/Prospects and Tasks
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Team Activity Dashboard
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Advanced Analytics & Reporting
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Compliance Tracking & Supervision
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Advance Compliance Reporting
Starter |
Professional |
Team |
|
|---|---|---|---|
|
Contacts
|
1000
|
Unlimited
|
Unlimited |
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Storage
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10 GB | 100 GB | 200 GB |
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Financial Needs Analysis
|
10/month | Unlimited | Unlimited |
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Reason Why Letter
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5/month | Unlimited | Unlimited |
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Voice-to-Text
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10/month | Unlimited | Unlimited |
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Compliance Documents
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5/month | Unlimited | Unlimited |
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Calendar Management
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1 Account Sync | 1 Account Sync | Multiple Accounts |
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Initial Data Upload
|
First 500 Free | Unlimited | Unlimited |
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Tech Support
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Email, Chat & Phone | Email, Chat & Phone | |
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E-signature & Document Portal
|
|
|
|
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Email Inbox
|
|
||
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Cashflow & Networth
|
|
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Frequently Asked Questions
Are there any setup fees?
No, there are no setup or any additional fee.
How do you accept payments?
We handle all our payments via stripe. You can use any type of credit or debit card to pay for BlueMind.
Is my Credit Card Information Secured?
Yes. BlueMind uses a third party company Stripe to process all credit card payments. We do not have access to your credit card information at any point. For more information about the security measures adopted by Stripe please visit https://stripe.com/en-ca/privacy
Can I upgrade my account from Starter to Professional or Team?
Yes, you can upgrade your account to any plan whenever you want. There are no additional charges or conditions to that. Your remaining balance will carried forward.
Will I lose data if I upgrade my account?
You can upgrade your plan without losing any data.
What does Gmail/Outlook Integration include?
Gmail/Outlook Integration includes both email and calendar. You can not only integrated email inbox but also your calendar with BlueMind to integrate all your client's messages and task/reminder management from it.
Does it includes document sharing and eSignature feature?
Yes. Document sharing and eSignature feature is included in all plans. It allows you to securely share documents with your clients electronically and obtain legally binding e-signatures on those documents, eliminating the need for printing, scanning, or mailing paperwork.
Can I cancel my account at any time?
If you are not satisfied, you can cancel the subscription anytime without any penalty or extra charges.
What to do if I am facing difficulty in signing up or logging into my account?
You can contact us through live chat, social media, or email at support@bluemind.app
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