Not just Project Management
Pareto CRM is not just another app for planning and tracking projects. It covers every aspect of running an services and projects-oriented business: plan, track, communicate, issue invoices, accept payments, generate reports and more. 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.
Set goals & milestones, assign tasks to team members, comment on projects, share files and much more. Pareto CRM allows managing your projects & team easily.
Pareto CRM gives you a complete and clean overview of your project with all the critical data, progress bars, tasks & milestones, gantt charts, total time spent, 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, send with a click of a button. You can also make recurring invoices which will be sent out every month automatically. If you connect one of the payment gateways to Pareto CRM, status of paid invoices will change upon payment.
With Pareto CRM you can make free client accounts for your clients where they can track progress of their projects, manage invoices and issue support tickets. This brings your customer support to a totally new level.