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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.

About

Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for an CRM solution

Audience

Advisory teams looking for a tool offering an integrated, family office–level CRM and portal to clients of all wealth strata for enhanced coordination and elevated service delivery

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Strad Pro
United States
strad.com

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Categories

CRM

Categories

Integrations

Webmecanik

Integrations

Webmecanik
Claim Divalto weavy and update features and information
Claim Divalto weavy and update features and information
Claim Strad Pro and update features and information
Claim Strad Pro and update features and information