Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
SEGMENTAIL is a comprehensive CRM platform designed specifically for the modern omnichannel retail landscape, enabling you to effectively interpret your clients' data and deliver tailored experiences throughout their entire customer journey. It seamlessly aggregates client-related data, transactions, and promotional information from a variety of sources, including ecommerce platforms, POS systems, and contact management tools. This data is then analyzed to create a distinct profile for each client, integrating both online and offline information into a cohesive whole. By transforming raw data into actionable customer segments, you can engage meaningfully with your audience. The segments produced by SEGMENTAIL empower you to customize your marketing initiatives, provide fully personalized shopping experiences, and achieve enhanced outcomes. Understanding that each client is unique, SEGMENTAIL equips you with all the essential tools for effective communication with each individual, ultimately fostering deeper connections and loyalty. With this platform, businesses can elevate their customer engagement strategy to new heights.
Description
Strad Pro is a cloud-based CRM tailored for Family Offices, specifically created for professionals like financial advisors, legal experts, tax consultants, and insurance agents, enabling them to deliver a comprehensive virtual family office experience to clients across all wealth tiers. This platform provides an all-encompassing overview of clients’ assets, debts, and legal documents, along with a centralized task management system, customizable workflows, and a secure document repository. Additionally, it features a collaborative portal where clients and advisors can interact effectively, along with marketing resources that can be branded for both digital and print use. Strad Pro is also certified under SOC 2 Type 2, ensuring top-notch data security and privacy. With Strad Pro, advisory teams are equipped to work together effortlessly, optimize their operations, improve the client experience, and broaden their service offerings by delivering family office-style assistance. This innovative solution transforms the way advisory professionals manage their client relationships and enhances overall service delivery.
API Access
Has API
No
API Access
Has API
No
Integrations
Box
Yes
Connectify Hotspot
Yes
Edicom
Yes
Global Payments
Yes
Glovo
Yes
Gmail
Yes
Google Drive
Yes
Magento
Yes
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Integrations
Box
No
Connectify Hotspot
No
Edicom
No
Global Payments
No
Glovo
No
Gmail
No
Google Drive
No
Magento
No
Microsoft Dynamics 365
No
Microsoft Excel
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
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
No
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)
Yes
In Person
Yes
Vendor Details
Company Name
Status2
Country
Spain
Website
status2.com/soluciones/segmentail-crm-retail-omnicanal/
Vendor Details
Company Name
Strad Pro
Country
United States
Website
strad.com
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
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No