Customer & Sales

Pareto Platform Claim

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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.

Mobile Support

Yes

Mobile Platform

IOS, Android

Desktop OS Support

Windows, Macintosh

Multi Language Support

Yes

Customization

Yes - Available

Payment

Yearly Payment, Monthly payment

API Support

Yes - API Available

Technical Support

Phone Support, Email Support

Is it cloud based?

Yes-Cloud

Open Source

No

Software Suites for?

Small Business, Medium Sized Business, Large Business

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