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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.

About Smartsheet

Transform the way you work with Smartsheet, a uniquely collaborative task and project management app.

Organizing projects and tracking due dates is a dream with the familiar spreadsheet interface, date columns, status symbols, and check boxes. One click and you can view deliverables on an interactive Gantt timeline or calendar.

Smartsheet is a complete solution for tracking every element of your project. Attach and store files from your computer, Box, Dropbox, Google Drive, and Evernote, directly to a cell. View a cell’s history for a log of changes that have been made, and capture team communication using discussions. Deadline approaching? Automatic alerts and reminders notify task owners when a due date is coming up, so you spend less time tracking people down and more time working.

About ProjectManager.com

ProjectManager.com is a perfect project management tool for those who are looking for a comprehensive system that handles all project management processes easily and effectively. First time users found it easy and fast to perform basis tasks such as creating products, scheduling resources, building task lists, creating tasks, adding comments and attaching project-related files without undergoing prior training.

Adding to the ease of use is the customizable options users have with the dashboard. With just a few clicks and a few drags and drops with the user-friendly interface, you have a dashboard that suits your preferences and most importantly, the way you work.

This range of customization also applies to reports. You can build reports based on your specific criteria and reflect the figures and insights that you want. Reports can be delivered in various formats, such as PDF, CSV, or as an Excel or Word file.

With ProjectManager, you can easily create new projects, plan out and schedule tasks, allocate resources and assets, and monitor progress of all your projects from a single dashboard. Every task is managed and tracked down to the last detail and updates are reflected instantaneously.

One very unique feature that project managers will surely love is its ability to compare a project’s actual vs. planned progress. This enables project managers and team members to see how off or on track they are in relation to the progress of their projects, letting them make the necessary adjustments and changes to ensure that all projects are delivered on time.

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

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

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.

Summary

    No key features associated with this application.

Summary

  • Real time dashboards that help you keep track of your projects

  • Email customization, time sheets, and instant reports

  • Apps and plugin compatible, 3rd party integrations

  • Gantt charts and budget tracking

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

Pricing

Personal

$15.00
1 user(s) / month
Included in plan:
  • Manage Tasks
  • To Do Lists
  • Calendars

Team

$20.00
1 user(s) / month
Included in plan:
  • Manage Tasks
  • To Do Lists
  • Calendars
  • Manage Teams
  • Dashboards
  • Gantt Charts
  • Collaboration
  • Reports

Business

$25.00
1 user(s) / month
Included in plan:
  • Manage Tasks
  • To Do Lists
  • Calendars
  • Manage Teams
  • Dashboards
  • Gantt Charts
  • Collaboration
  • Reports
  • Manage Multiple Projects
  • Timesheets
  • Discussions
  • Expenses
  • Email Alerts
  • Manage Workload
  • Advanced Reports
  • Unlimited File Storage
  • Unlimited Guest Logins
  • Portfolio Dshboards
  • Apps & Plugins
  • Custom Security
  • Account Manager

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.

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer an API?
  • Yes

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

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

  • What platforms does this service support?
  • Web, iOS, Android

  • Does this service integrate with any other apps?
  • Yes, integrated with Zapier which allows over 700+ integrations

  • What are some applications this service is commonly used in tandem with?
  • Salesforce, Jira, Trello

  • Who are the main user groups of this service?
  • Largest customer industries are IT, marketing, and construction

  • What is this service generally used for?
  • Anything from managing complex, multi-level projects to internal business communication

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
2005
Based in:
Bellevue
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Austin
Employees:
11-50
Likes:
Followers:

Other

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

Other

Who uses Smartsheet
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses ProjectManager.com
  • Personal
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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