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What is Equisoft/connect?

Strengthen your enduring client relationships by leveraging our specialized CRM software crafted for financial advisors. Equisoft/connect is a cutting-edge, cloud-based CRM solution specifically designed for financial professionals, enabling you to gather all pertinent insurance and investment information about your clients in one place. This software acts as a powerful tool for productivity, marketing, sales, and compliance, ensuring that you spend less time hunting for essential client details and more time nurturing relationships with both clients and prospects. With Equisoft/connect, all the information you need about your clients is conveniently available within a single platform, which erases the hassle of toggling between different systems to access client data. The various modules provided by Equisoft/connect allow you to easily monitor clients’ insurance policies and investments, communicate through email, and manage appointments and documentation without any fuss—all from a unified application. This efficient methodology ultimately paves the way for deeper client engagement and significantly improves the quality of service you provide. By adopting this innovative tool, you not only streamline your processes but also create a more personalized experience for your clients, which can lead to increased loyalty and satisfaction over time.

What is Divalto weavy?

Divalto Weavy, our CRM solution, significantly improves teamwork and facilitates smoother communication between central offices and field staff, thereby enhancing your overall operational efficiency. We believe that fostering customer relationships is not just about strategic planning; it fundamentally revolves around the connections between people. This CRM prioritizes the building of these relationships by linking office personnel with field agents and their customers, emphasizing the importance of personal interactions. With its cutting-edge technology, rich array of features, and extensive customization capabilities, Divalto Weavy functions as an open platform that integrates effortlessly with various third-party applications, including marketing tools, automation solutions, email platforms, and web analytics services. Utilizing the robust features of your web CRM—Divalto Weavy—allows you to maintain comprehensive oversight of your leads, prospects, and current clients, which in turn nurtures stronger connections and enhances engagement. This interconnected framework not only boosts productivity but also fosters a collaborative culture throughout your organization, making it easier for teams to work together effectively. In such an environment, both employees and clients can thrive through meaningful interactions and shared goals.

Media

Media

Integrations Supported

Bridge
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
PeopleQuest
ProjectQuest
StreetSmart
Switch Automation
Symmetrical
The Cloud Connectors
Webmecanik

Integrations Supported

Bridge
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
PeopleQuest
ProjectQuest
StreetSmart
Switch Automation
Symmetrical
The Cloud Connectors
Webmecanik

API Availability

Has API

API Availability

Has API

Pricing Information

$89.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Equisoft

Date Founded

1991

Company Location

Canada

Company Website

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

Company Facts

Organization Name

Divalto

Company Location

Canada

Company Website

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

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and 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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