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Pareto CRM

Name: Pareto CRM
Rating: 4.5 (2 reviews)

By Pareto

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Highlights : About Pareto CRM

Client Management

Client Database

Vendor Management

Project Management

Project Notes

Task Planning

Time Tracking by Project

Invoices

Invoice Management

Recurring Billing

Credit Card Processing

Electronic Payments

Collaboration Tools

Progress Tracking

CRM Integration

Support Ticket Tracking

Ticket Management

Event Calendar

Calendar Management

Instant Messaging

Chat

About Pareto CRM

Pareto CRM is an online (SaaS) project management software for small and midsize teams with or without project management background. Create and manage projects, set goals and milestones, assign tasks to team members, and generate beautiful proposals and invoices with just a few clicks.Pareto CRM is an easy-to-use online project management software for teams who want to remove the chaos from project management and focus on things that matter. Pareto CRM makes it simple to set goals, create and assign tasks to team members, track progress and manage projects, team and clients in one place. No need to spread your team and clients across several apps, Pareto CRM is the only software you need to run your project-oriented business.Pareto CRM is a cloud-based customer relationship and project management solution that enables companies to organize their workflows, monitor their progress, and keep every member of the team on the same page. Built specifically small and medium teams, agencies, freelancers and project-oriented small businesses, Pareto CRM helps users cover all facets of operating a services and project-oriented business, from planning tracking, communication invoicing, payment facilitation reporting, and more.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Projects

create tasks, assign roles, and track progress of projects

Client management

use the client database to add contact details, notes, payments, and invoices

Messaging

send and receive messages to clients and team members

Invoices & payments

accept credit card payments and generate invoices

Dashboard

gain an overview of projects and activities, and view reports on business metrics

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