Pareto CRM Review

Pareto CRM OUR SCORE 55%
starting price $17
our score 55%
free trial
  1. What is Pareto CRM
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Pareto CRM ?

Pareto CRM is a cloud-hosted customer relationship and project management solution designed to help companies organize their work processes, track their project and task progress, and keep team members working on the same page. Created for small teams, freelancers, and agencies, the software covers all operating services and project-oriented business facets, including tracking, planning, payment facilitation reporting, communications, and invoicing. And if you have a project-based business, Pareto CRM can adapt to your needs. Additionally, it makes managing your client’s data and staying on top of your project, finances, and schedules easy. Furthermore, because everyone in your team works on the same page, you can eliminate the need to connect with your colleagues and clients using different applications.

Product Quality Score

Features
5.5
Ease of use
5.5
Customer support
5.6
Value for money
5.4
5.5
TOTAL SCORE

Pareto CRM features

Main features of Pareto CRM are:

  • Calendar Management
  • Dashboard
  • Invoices
  • Reporting
  • Payments
  • Client Management
  • Quotations
  • Time Tracking
  • File Sharing
  • Internal Messaging
  • Project Management
  • Ticket Support

Pareto CRM Benefits

Benefits

The main benefits of Pareto CRM are its fast and easy planning, comprehensive project progress tracking, and accurate invoicing. Here are more details:

Pareto CRM can make planning fast and easy. You can determine and set teams and individuals’ goals, schedule a task, and assign it to qualified team members. Everyone can comment on projects to allow a smooth flow of suggestions, insights, and ideas, resulting in enhanced collaboration and better communication as well as productivity and better output.

Monitoring your project’s progress is important to ensure you meet the deadline and expected quality of work. In this regard, Pareto CRM offers you with a clear and comprehensive view of all your projects, including related details, milestones and tasks, status, team members, logged activities, Gantt charts, total hours spent, and more. With all details easily accessible, you would know what is happening and what needs to be done for your projects in real-time.

Accurate invoicing also ensures that each party receives the fees due to them. To that end, the software is equipped with pre-made templates that you can fill out automatically and provide to your customers in one click. The integration with the leading payment gateways also helps you facilitate a smoother payment process and offer your clients with convenient payment selections.

Most of your clients probably want to take part in the process of project development. Thus, Pareto CRM is created to make this possible. The software allows you to create accounts for your clients and share project details with them such as deadlines, additional requests, project costs, milestones, and much more.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

Pareto CRM Integrations

The following Pareto CRM integrations are currently offered by the vendor:

  • PayPal
  • 2CheckOut
  • Stripe
  • Authorize.net

Customer Support

Phone
Online

Pricing Plans

Pareto CRM pricing is available in the following plans:

Free trial
FREELANCER
$17/month
START-UP
$53/month
SMALL BUSINESS
$89/month
LARGE TEAM
$149/month
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