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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

    Microsoft 365

    Score8.7 out of 10
    N/AMicrosoft 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
    BlueMindMicrosoft 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
    BlueMindMicrosoft 365
    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*When billed annually.
    More Pricing Information
    Community Pulse
    BlueMindMicrosoft 365
    Considered Both Products
    BlueMind
    No answer on this topic
    Microsoft
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    96%
    Would buy again
    178 Answers
    Delivers good value for the price
    No answers on this topic
    98%
    Delivers good value for the price
    163 Answers
    Happy with the feature set
    No answers on this topic
    98%
    Happy with the feature set
    181 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    94%
    Lived up to sales and marketing promises
    121 Answers
    Implementation went as expected
    No answers on this topic
    94%
    Implementation went as expected
    128 Answers
    Best Alternatives
    BlueMindMicrosoft 365
    Small Businesses
    No answers on this topic
    Google Workspace
    Score9.1 out of 10
    Medium-sized Companies
    No answers on this topic
    Google Workspace
    Score9.1 out of 10
    Enterprises
    No answers on this topic
    Microsoft 365 Business Premium
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    BlueMindMicrosoft 365
    Likelihood to Recommend
    6.0
    (1 ratings)
    7.8
    (240 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.5
    (6 ratings)
    Usability
    -
    (0 ratings)
    7.2
    (8 ratings)
    Support Rating
    -
    (0 ratings)
    8.9
    (54 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (2 ratings)
    User Testimonials
    BlueMindMicrosoft 365
    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
    Microsoft
    Office everyday things since time immemorial. It's hard for Google Suite or any other to compete with Microsoft. They have everything, and it all works great, with incredible tools and capabilities. The new integrations work seamlessly most of the time, such as embedding a Power BI in a PPT. Expecting too much AI, like note taking, or LLM-based PPT, is not available in my tier at least, so depending on the budget, you won't get all you may expect from an AI leader. For diagramming and process maps, you're better off with other tools like those above.
    Incentivized
    Read full review
    Pros
    BlueMind
    • Transparency - compliance
    • Dashboards
    • Client management
    Incentivized
    Read full review
    Microsoft
    • It allows us to keep our email organized. I like the fact that I can create folders in Outlook, and they replicate on my mail server.
    • Excellent for drafting and saving those documents as PDFs without needing PDF editing software.
    • Spreadsheets - what more is there to say?
    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
    Microsoft
    • Microsoft 365 really needs to work on protection part. In complex environment it is not reliable as compared to its competitors like Proofpoint. There are many instances where it fails to perform effectively.
    • In SharePoint Online the versioning feature of the document needs to be improved by Microsoft. Sometimes when we have to roll back to the previous version it does not work as expected.
    • In Teams messaging and app permission policies can be improved. There are some settings where we have to add a lot of things manually.
    Read full review
    Likelihood to Renew
    BlueMind
    No answers on this topic
    Microsoft
    There are many features of Office that we cannot replicate in any other tool. Plus people know it already. It's not going away anytime soon.
    Incentivized
    Read full review
    Usability
    BlueMind
    No answers on this topic
    Microsoft
    It being the default office suite means it's user experience and idioms are things that everyone is generally very used to and fluent with.
    The sharing is relatively simple, being directly hooked into Entra AD, and expiry being a first class concern.
    It's usability decreases at scale, with multiple people simultaneously making edits can make documents unusable.
    Read full review
    Support Rating
    BlueMind
    No answers on this topic
    Microsoft
    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.
    Incentivized
    Read full review
    Implementation Rating
    BlueMind
    No answers on this topic
    Microsoft
    Everything works and I use it all the time.
    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
    Microsoft
    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.
    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
    Microsoft
    • It has helped keep the high-energy culture my company has since it allows easy communication and calls.
    • Positively impacts responses from clients, since we can see how many times they have been contacted. (the more someone is contacted, the less likely they are to respond. Microsoft helps make sure we all know who and who not to contact)
    • positively impacts my ability to focus, since you can mute notifications. Since I look at my computer all day, it is helpful to lock in and not get distracted by the many emails I receive a day. You can also change preferences, so emails with high urgency are still seen.
    Read full review
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