Pareto CRM
Pareto CRM is a customer relationship management platform designed for small and medium-sized businesses. It includes features like contact management, pipeline tracking, task automation, and reporting.
crm
contact-management
pipeline-tracking
task-automation
reporting
Pareto CRM: Customer Relationship Management Platform
Pareto CRM is a customer relationship management platform designed for small and medium-sized businesses. It includes features like contact management, pipeline tracking, task automation, and reporting.
What is Pareto CRM?
Pareto CRM is a cloud-based customer relationship management (CRM) platform tailored for small and medium-sized businesses. It helps companies manage sales pipelines, contacts, accounts, deals, tasks and more in one centralized location.
Key features of Pareto CRM include:
- Contact Management - Organize all your contacts with custom tags and segments
- Pipeline Tracking - Visualize and manage your sales funnel from lead to close
- Deal Stages - Track deals through customizable pipelines tailored to your sales process
- Task Automation - Create rules to assign repetitive tasks to the right team members
- Reporting & Dashboards - Gain insights into your sales performance with visual reports and metrics
- Email Integration - Sync email conversations to relevant deals and contacts
- Custom Fields - Adapt the CRM to your unique business needs
- Mobile Access - Manage contacts, view reports and update deals on-the-go
Overall, Pareto CRM is an affordable and user-friendly CRM platform for growing SMBs looking to optimize their sales process and improve visibility into their pipeline. Its automation and integration capabilities help streamline sales workflows without extensive configuration or training.
Pareto CRM Features
Features
- Contact Management
- Lead Tracking
- Pipeline Management
- Task Automation
- Email Integration
- Reporting and Dashboards
- Calendar and Activity Tracking
- Sales Forecasting
- Customizable Workflows
Pricing
- Subscription-Based
- Free Trial
Pros
Easy to use interface
Affordable pricing
Lead scoring and rating
Mobile access
Third-party integrations
Customizable fields and workflows
Cons
Limited customization options
No offline access
Less features than larger CRM platforms
Lacks some advanced sales automation features
Official Links
The Best Pareto CRM Alternatives
Top Business & Commerce and Crm and other similar apps like Pareto CRM
Here are some alternatives to Pareto CRM:
Suggest an alternative ❐
Trello
Trello is a flexible and intuitive web-based project management tool that helps teams organize and prioritize projects. It uses a system of boards, lists, and cards that allows users to break down projects in a visual way.Some key features of Trello include:Boards - Boards act as a high-level organizer for...
Monday.com
monday.com is a work operating system that empowers organizations to build custom workflows that fit their every need. With monday.com, teams can create their own software environment to manage projects, processes, and everyday work.Key features of monday.com include:Customizable dashboards and views to visualize workCustomizable forms and fields to track dataAutomations...
Microsoft Project
Microsoft Project is a project management software tool developed and sold by Microsoft. It is designed to assist project managers in developing plans, assigning resources to tasks, tracking progress, managing budgets, and analyzing workloads.Key features of Microsoft Project include:Gantt charts and customizable views for visualizing project schedulesTools for sequencing tasks,...
OpenProject
OpenProject is an open-source web-based project management software. It provides organizations with all the tools required for successful project delivery. Some of the key features of OpenProject include:Project planning tools like Gantt charts, roadmaps, task boards, and calendar views to plan projects and tasksTime, cost, and resource reporting to track...
GanttProject
GanttProject is an open-source desktop application for project scheduling and management. It allows users to create Gantt charts to visualize project timelines and schedules. Key features include:Creating tasks and milestonesSetting task dependenciesAssigning resourcesTracking progressExporting charts to PDF or image filesGanttProject is designed for planning and tracking individual or team-based projects....
Zenkit
Zenkit is a versatile project management and team collaboration software designed for improved productivity. It consolidates task management, file sharing, messaging, and planning into a single intuitive platform that teams can mold to fit their exact needs.Key features of Zenkit include:Kanban boards for task visualization and agile project management Interactive...
TaskBoard
TaskBoard is an open-source kanban-style task and project management application. It provides a visual way to organize tasks, track progress, and collaborate with team members.Some key features of TaskBoard include:Kanban boards to visualize workflow and track progressCustom boards for different projects and contextsTask cards with details like name, description, members,...
Wrike
Wrike is a flexible project management software designed to help organizations manage workflows, collaborate on projects, and oversee tasks. With robust features for project planning, scheduling, resource allocation, status tracking, reporting, and more, Wrike provides visibility into projects and workloads so teams can achieve goals and executives can monitor progress.Some...
MeisterTask
MeisterTask is an intuitive online task and project management software designed for agile teams. It provides a flexible kanban-style board to visualize your workflows and has powerful features to help teams collaborate more effectively.With MeisterTask, you can break down projects into actionable tasks and subtasks, set dependencies, assign them to...
Paymo
Paymo is a cloud-based time tracking and project management solution designed for freelancers, agencies, consultants and small business teams. It aims to help users track time, manage projects and tasks, bill clients and generate insightful reports in an easy-to-use interface.Some of the key features of Paymo include:Time Tracking - Automatic...
Widget-Board
Widget-Board is a feature-rich online whiteboarding and collaboration platform used by teams across various industries. It provides an infinite canvas for brainstorming sessions, design sprints, and diagramming workflows. The software makes it simple to add sticky notes, freehand drawings, shapes, connectors, and text anywhere on the board.Key features include:Real-time collaboration...
