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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

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.

Description

Enhance your long-term relationships with clients by utilizing our specialized CRM software designed for financial advisors. Equisoft/connect is an innovative, cloud-based CRM tool tailored specifically for financial professionals, allowing you to consolidate all relevant insurance and investment data for your clients. This software serves as a robust resource for productivity, marketing, sales, and compliance needs. By minimizing the time spent searching for crucial client information, you can dedicate more time to engaging with clients and prospects. With Equisoft/connect, all your clients' information is accessible within a single application, eliminating the need to switch between various platforms to monitor client data. The diverse modules offered by Equisoft/connect enable you to effortlessly view clients' insurance policies and investments, correspond via email, and efficiently handle appointments and documentation—all from one comprehensive application. This streamlined approach ultimately fosters stronger client connections and enhances your overall service delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bridge No 
DocuQuest No 
EHSQuest No 
Equisoft/illustrate No 
Equisoft/manage No 
Flexspring No 
PeopleQuest No 
ProjectQuest No 
StreetSmart No 
Switch Automation No 
Symmetrical No 
The Cloud Connectors No 
Webmecanik Yes 

Integrations

Bridge Yes 
DocuQuest Yes 
EHSQuest Yes 
Equisoft/illustrate Yes 
Equisoft/manage Yes 
Flexspring Yes 
PeopleQuest Yes 
ProjectQuest Yes 
StreetSmart Yes 
Switch Automation Yes 
Symmetrical Yes 
The Cloud Connectors Yes 
Webmecanik No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$89.00/month/user
Free Trial Yes 
Free Version 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 

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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Divalto

Country

Canada

Website

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

Vendor Details

Company Name

Equisoft

Founded

1991

Country

Canada

Website

www.equisoft.com/products/advisor-crm-connect

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Financial CRM

Account Alerts No 
Asset Management Yes 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

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