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About Pareto CRM

Not just Project Management
Pareto CRM is not just another app for planning and tracking projects. It covers every aspect of running a service and project-oriented businesses. With it you can: plan, track, communicate, issue invoices, accept payments, generates reports and more. There is no need to spread your team and clients across several apps as Pareto CRM is the only software you will need to run your project-oriented business.

Planning
Set goals & milestones, assign tasks to team members, comment on projects, share files and are all possible with Pareto CRM. Pareto CRM allows managing your projects & team easily.

Tracking
Pareto CRM gives you a complete and clear overview of your project with all the critical data such as: progress bars, tasks & milestones, Gantt charts, total time spent, a log of activities, team members assigned and more. There's hardly a better way to visualize your projects.

Invoicing & Payments
Generate invoices for your clients using pre-made templates. It is as easy as to send an invoice with a click of a button. You can also set recurring invoices which will be sent out every month automatically. If you connect one of the payment gateways to Pareto CRM, the status of paid invoices will change upon payment.

Client accounts
With Pareto CRM you can create free client accounts for your own clients where they can track the progress of their projects, manage invoices and issue support tickets. This brings your customer support to a totally new level.

Features

  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Gantt Charts
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Resource Management

Summary

    No key features associated with this application.

Pricing

Freelancer

$17.00
3 user(s) / month
Included in plan:
  • All features, 1GB of storage per user

Start-up

$53.00
10 user(s) / month
Included in plan:
  • All features, 1GB of storage per user

Business

$89.00
15 user(s) / month
Included in plan:
  • All features, 1GB of storage per user

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • What is this service generally used for?
  • To manage projects, organize tasks and assign to team members, track time spent per client and project, generate and issue invoices to clients, and lastly to offer support to clients.

  • What platforms does this service support?
  • Web and mobile browsers.

  • Who are the main user groups of this service?
  • Small business owners, project managers, team leaders in project-oriented businesses such as digital agencies, marketing companies, SEO agencies, and web design agencies.

Vendor Information

Founded:
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Based in:
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Employees:
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Who uses Pareto CRM
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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