Description
Pareto Platform offers a CRM tool that is built on Microsoft Dynamics. The platform has been built for financial advisers exclusively and a lot of care has been taken in the entire process. The platform has a mobile application which will help the advisers when they are on the go. The platform has been built based on the Microsoft back end and thus there is no need of installation. Pareto platform is comprised of all the best features that are required for an adviser.
Details
- Price Request for Pricing
- Company Name Pareto Platform
- Listing categories Customer & Sales / Customer Relationship Management (CRM) / Financial CRM
- Open Source No
- Customization Yes - Available
- Is Your Software Cloud Based? Yes-Cloud
Specification
Software Suites for?
Small Business, Medium Sized Business, Large Business
API Support
Is it cloud based?
Technical Support
Payment
Yearly Payment, Monthly payment
Multi Language Support
Desktop OS Support
Windows, Macintosh
Mobile Platform
IOS, Android
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