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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Box
Connectify Hotspot
Edicom
Facebook
Global Payments
Glovo
Gmail
Google Drive
Infor CRM
JOOR
Magento
Microsoft Excel
Microsoft Outlook
PrestaShop
Sage CRM
Shopify
Shopify Plus
WooCommerce
Zoho Campaigns
esendex

Integrations

Box
Connectify Hotspot
Edicom
Facebook
Global Payments
Glovo
Gmail
Google Drive
Infor CRM
JOOR
Magento
Microsoft Excel
Microsoft Outlook
PrestaShop
Sage CRM
Shopify
Shopify Plus
WooCommerce
Zoho Campaigns
esendex

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

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
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

Financial CRM

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

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