ClientLogixUNAPEN
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Divalto weavyDivalto
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Related Products
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About
One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals.
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About
Connected to your management tool, our CRM Divalto Weavy facilitates collaboration between teams while simplifying interactions between the head office and field, which boosts your performance. We know that customer relation are more than strategic. The rationale behind our CRM is to connect people. It connects head office teams with their field colleagues and their clients. It puts people first. At the cutting edge of technology, feature-rich and highly customizable, Divalto weavy is also an open application. It interfaces with numerous third-party applications (marketing, automation, email platforms, web tracking, etc.) along with other business tools and applications. Exploit the wealth of your web CRM – Divalto weavy – and ensure your suspects, prospects and clients are closely monitored.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies in need of an CRM solution
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Audience
Companies looking for an CRM solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationUNAPEN
Founded: 1991
United States
unapen.com
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Company InformationDivalto
Canada
www.divalto.com/en/crm-software/
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
Webmecanik
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