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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A comprehensive solution is designed to effectively address the unique variations present in the relationships, distribution channels, stakeholders, and intermediaries across different business sectors. This central platform allows for rapid access to all relevant information regarding clients, prospects, and third parties, while also simplifying the setup and management of portfolios through a bi-directional connection to numerous portfolio accounting systems, along with adaptable imports from sponsor platforms. Additionally, a proactive CRM system and document repository provide easy access to important updates without the need to exit Outlook, enabling users to swiftly organize meetings, take notes on discussions, and track reminders and historical data. User engagement significantly increases when individuals can customize the interface to align with their personal preferences, whether in an office setting or on mobile devices. Furthermore, insights into social interactions play a crucial role in enhancing client relationships and generating referrals, ultimately contributing to the long-term success of the business.

Description

Our CRM, Divalto Weavy, enhances collaboration among teams and streamlines communication between the main office and field personnel, ultimately elevating your operational effectiveness. We recognize that customer relationships extend beyond mere strategy; they are fundamentally about connecting individuals. This CRM focuses on building connections, linking office staff with field agents and their clients, prioritizing human interaction. Equipped with advanced technology, a wealth of features, and extensive customization options, Divalto Weavy also serves as an open platform, seamlessly integrating with a variety of third-party tools such as marketing software, automation systems, email services, and web tracking applications. By leveraging the comprehensive capabilities of your web CRM—Divalto Weavy—you can ensure thorough oversight of your leads, prospects, and existing clients, fostering stronger relationships and better engagement. This interconnected approach not only enhances productivity but also cultivates a culture of collaboration within your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Webmecanik

Integrations

Webmecanik

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

UNAPEN

Founded

1991

Country

United States

Website

unapen.com

Vendor Details

Company Name

Divalto

Country

Canada

Website

www.divalto.com/en/crm-software/

Product Features

CRM

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

Product Features

CRM

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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