Pareto CRM

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What is Pareto CRM?

"Pareto CRM is an easy-to-use, web-based project management software for teams who want to get things done."

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.

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.

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.

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Pareto CRM Product Overview

Languages: English

Pareto CRM Features

  • 2-Factor Authentication
  • Accounts Receivable
  • API
  • Balance Sheet
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payment Processor
  • Payroll
  • Project Management
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Time Management
  • Click-to-Dial
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration
  • Resource Management
  • Sales Automation
Compare Pricing

Pareto CRM Pricing Plans


3 user(s) / month
  • All features, 1GB of storage per user


10 user(s) / month
  • All features, 1GB of storage per user


15 user(s) / month
  • All features, 1GB of storage per user

Plans starting from: $17.00/month Credit card required: N/A

Pareto CRM FAQs

Does Pareto CRM offer multi-user capability (e.g. teams)?


Does Pareto CRM offer guides, tutorials and or customer support?


What is Pareto CRM 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 Pareto CRM support?

Web and mobile browsers.

Who are the main user groups of Pareto CRM?

Small business owners, project managers, team leaders in project-oriented businesses such as digital agencies, marketing companies, SEO agencies, and web design agencies.

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