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design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$29 per user month
Free Trial
Free Version

Pricing Details

2.8% + $0.49 per transaction
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

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
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

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