Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A customer relationship management (CRM) system is perfectly designed for professionals and teams seeking an effective and straightforward solution. Enjoy unlimited features for a monthly fee per user, with no binding contracts required, and kick off your experience with a complimentary 14-day trial. By incorporating Pareto Systems' best practices, you can attract and retain high-quality clients for your business. The system boasts an innovative tab navigation feature that promotes quick and efficient work habits. You can conveniently monitor crucial details about your processes and client communications, while rest assured that sensitive client information is protected with bank-level encryption and stored in geo-redundant data centers. Additionally, our experienced support team is available to assist you from 6 AM to 4 PM Pacific Time, Monday through Friday. You can open multiple tabs to access various Contacts, Accounts, Tasks, and your Calendar simultaneously, allowing for seamless navigation between records to quickly locate necessary information. By keeping track of essential client details such as Family, Occupational, Recreational interests, and Financial information, you can cultivate stronger relationships with your clients. This comprehensive approach ensures that you have all the tools at your disposal to enhance your client interactions effectively.
Description
We offer top-tier security features, including a secure PIN, activity logs, and timely notifications. Our services adhere strictly to all relevant laws and regulations, such as NDPR and GDPR, ensuring your safety and privacy. To maintain a secure environment, we authenticate all users to confirm their legitimacy. You will receive real-time SMS and email notifications regarding your ongoing transactions, keeping you informed at all times. Enjoy the flexibility of accessing your funds swiftly, whenever and wherever you need them. We provide extensive guides and documentation to help you get started with Middletrust as quickly and efficiently as possible. Everything you require to integrate seamlessly with Middletrust and explore our APIs and their capabilities is at your fingertips. Additionally, you can rely on unmatched support throughout your development journey, as our team is always ready to assist you whenever needed. We prioritize your experience and are dedicated to ensuring you have all the resources necessary for success.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
$29 per user month
Free Trial
Yes
Free Version
No
Pricing Details
2.8% + $0.49 per transaction
Free Trial
No
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)
Yes
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.bluesquaretoolkit.com
Vendor Details
Company Name
Middletrust
Founded
2018
Country
Nigeria
Website
middletrust.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