Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
BlueCamroo is a SaaS Business Management Platform designed specifically for SMB’s that combines many essential business services in a single, easily adoptable and affordable business solution.
This fully integrated approach offers SMBs the scope and whole-business approach of larger enterprise level systems, yet delivered in a much more manageable manner. It also makes work more efficient than a cluster of stitched together single-purpose applications, delivers better data security, is easier to learn, adopt, use, manage, and is less expensive.
In BlueCamroo, each user can to be assigned a single or multiple user roles matched with features essential to fulfil their job requirements.
User-Roles are associated with BlueCamroo feature sets and their corresponding subscription plans:
• CRM
• Sales & Marketing
• Projects
• Support
It grows in unison with SMBs needs through gradual adoption into different business units, while progressively eliminating single-purpose applications.
It can be implemented and managed in a cost-effective manner, while delivering better transparency throughout the entire business, improving efficiency, better data security, and resulting in increased profitability.
Description
In the early 2000s, SEI Family Office Services developed an advanced wealth management platform aimed at offering family offices and financial institutions a more cohesive alternative to isolated, single-function technology solutions. This platform, known as the Archway Platform, has proven its longevity and adaptability, simplifying complex processes by integrating essential accounting, investment data aggregation, and reporting tools into one cohesive system. Built upon a robust general ledger, this innovative technology streamlines the generation of accounting records across a wide range of business activities, including both traditional and alternative investment transactions, cash flows, bill payments, fee assessments, and capital distributions, ensuring that your accounting, investment, and administrative teams operate seamlessly within the same interface. Moreover, the built-in reporting capabilities of the Archway Platform enable users to harness detailed underlying data to create thorough and insightful financial reports, enhancing decision-making and strategic planning. Consequently, its design not only improves efficiency but also fosters collaboration among various teams, making it an invaluable asset for those in wealth management.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Babylon
No
Chase Merchant Services
Yes
Dropbox
Yes
Facebook
Yes
FreshBooks
Yes
Gmail
Yes
GoTo Meeting
Yes
Google Calendar
Yes
Google Workspace
Yes
Microsoft OneDrive
Yes
Integrations
Babylon
Yes
Chase Merchant Services
No
Dropbox
No
Facebook
No
FreshBooks
No
Gmail
No
GoTo Meeting
No
Google Calendar
No
Google Workspace
No
Microsoft OneDrive
No
Pricing Details
Free
BlueCamroo is offered through a unique, industry-first User-Role subscription model which allows companies to pick and choose different user roles for their team members ensuring that they are only paying for the features that each user needs to do their job.
Each user of BlueCamroo is assigned one or more User-Roles, which are associated with hand-picked feature sets and corresponding monthly or annual subscription plan(s):
• CRM (Free for up to 4 users, additional users for a fee)
• Sales (Paid Extension - $25)
• Projects (Paid Extension - $25)
• Support (Paid Extension - $10)
• Complete (Includes all Extensions - $49)
*Note: All paid extensions include CRM at no additional cost.
Each user of BlueCamroo is assigned one or more User-Roles, which are associated with hand-picked feature sets and corresponding monthly or annual subscription plan(s):
• CRM (Free for up to 4 users, additional users for a fee)
• Sales (Paid Extension - $25)
• Projects (Paid Extension - $25)
• Support (Paid Extension - $10)
• Complete (Includes all Extensions - $49)
*Note: All paid extensions include CRM at no additional cost.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
BlueCamroo Inc.
Founded
2009
Country
Canada
Website
www.bluecamroo.com
Vendor Details
Company Name
SEI Family Office Services
Founded
2017
Country
United States
Website
www.archwaytechnology.net/sei-archway-platform
Product Features
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
Yes
Order Management
Yes
Point of Sale (POS)
Yes
Project Management
Yes
Purchasing
Yes
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
Yes
Vendor Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Customer Success
Account Alerts
No
Account Management
Yes
Communication Management
Yes
Customer Engagement
Yes
Customer Lifecycle Management
Yes
Health Score
No
Onboarding
No
Revenue Management
Yes
Usage Tracking / Analytics
No
Win / Loss Analysis
Yes
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
No
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
No
Drip Campaigns
Yes
Dynamic Content
No
Landing Pages / Web Forms
Yes
Lead Scoring
No
Sales Intelligence
Yes
Search Marketing
No
Segmentation
No
Social Marketing
Yes
Website Visitor Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
Yes
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
Yes
Modeling & Simulation
No
Performance Metrics
Yes
Sales Trend Analysis
Yes
Statistical Analysis
Yes
Product Features
Fund Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Activity Tracking
Yes
Asset Management
Yes
Bank Reconciliation
No
Budgeting & Forecasting
Yes
Compliance Management
No
Donor Management
No
General Ledger
Yes
Partnership Accounting
No
Purchasing & Receiving
No
Hedge Fund
Compliance Management
No
Contact Management
No
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
Yes
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
No