Start your company
Choose a company address and confirm your email. Your private workspace is created, and the first admin sets a password.
Explore paraLMD features
Keep every relationship moving forward.
From the first Lead to a paid Invoice, paraLMD gives your team one clear place to manage people, accounts, sales work, and follow-ups. Explore the tools inside each company workspace.
✓ Two seats included · Your own company space · A shared view for your team
Stay connected from first contact to the next step.
The complete customer picture
A CRM that connects the work behind every customer.
Contacts should not live in one list while Deals, follow-ups, Quotes, and Invoices sit somewhere else. paraLMD brings that work together so your team can see the relationship, understand the progress, and decide what happens next.
01 Capture a Lead
02 Build the relationship
03 Move the Deal
04 Send the Quote
05 Follow through
Everything at a glance
All paraLMD features.
See the modules and tools available in your company workspace. The sections below show how they work together.
Manage relationships
- Leads
- Capture prospects and convert them into connected records.
- Accounts
- Track companies, addresses, parent Accounts, and related people.
- Contacts
- Keep people tied to their Account and Deals.
- Deals
- Move opportunities through stages with a current Quote value.
- Activities
- Record conversations and work on related records.
- Tasks
- Manage follow-ups with a link back to the right record.
Sell and get paid
- Products / Product Book
- Maintain the items and services you quote.
- Price Books
- Organize prices for your Products.
- Quotes
- Build from a Deal, select a Contact, send a private link and PDF.
- Invoices
- Convert a Quote, send the Invoice, and share a customer view.
- Get paid via Stripe
- Connect your company’s Stripe account to collect Invoice payments.
Understand your work
- Reports
- Review standard reports and create custom reports.
- Search
- Find records from module lists.
- Data import
- Upload CSV files to create records or update matching public IDs.
- Data export
- Download CSV files or Excel workbooks for review.
Shape your company CRM
- Team Members
- Invite users and manage seats from your company.
- Profiles and Roles
- Control actions and which modules users can view.
- Permissions
- Set Create, Edit, Delete, upload, and download access.
- Page Layouts and Custom Fields
- Arrange fields and add named sections.
- Custom Modules
- Create record areas specific to your business.
- Support Tickets
- Company admins can contact paraLMD support.
Leads · Accounts · Contacts
Know the people behind the opportunity.
Capture a Lead with the company name, contact details, status, and source. When it is ready, convert it into connected Account and Contact records, with an optional Deal. Keep billing and shipping addresses, website, phone, unique account number, and parent Account together on the Account record.
Open a Contact to see its Account and related Deals. If that person leaves the company, mark the Contact as No Longer with Account. Their record remains available for history, while the person is excluded from Quote and Invoice recipient choices. Search module lists and open each record for its Details and Related views.
- Parent and child Account relationships
- Duplicate Contact protection within an Account
- Related Contacts and Deals where you need them
- Click-to-call phone numbers and linked websites
Deals · Activities · Tasks
Give every opportunity a visible next step.
Track Deals through Prospecting, Qualification, Quote, Closed Won, and Closed Lost. Connect a Deal to an Account and a Contact, and see related Quotes from the Deal. When a current Quote changes, the Deal value follows it so your pipeline reflects the quoted amount.
Log Activities to keep the conversation close to the record. Create follow-up Tasks, then see the related module and record name on the task list. Open a task by its title when it is time to act. Your team works from a shared company view while each person has the access the company admin assigns.
Clear stagesSee where each opportunity stands.
Connected follow-upsKnow which person needs attention.
Products · Price Books · Quotes · Invoices
Carry the conversation through the sale.
Organize Products and prices, then build a Quote from a Deal. Choose the specific Contact who should receive it, even when an Account has many people. The Contact receives a nicely formatted email with a private link to view the Quote online and download its PDF.
Convert the Quote to an Invoice and send it to the right Contact with its own private viewing link. A company admin can connect the company’s Stripe account to collect invoice payments. The Invoice is marked paid after Stripe confirms the payment. Invoice payments and paraLMD seat billing use separate Stripe connections.
- Create Quotes directly from Deals
- Choose a current Contact as the recipient
- Share a customer view and PDF
- Connect Invoices to the original Deal
Product book
Price Books
Your team · Your workspace
Work together with controls that make sense.
Each company has its own subdomain and database. Company admins invite users, assign Profiles for actions such as Create, Edit, Delete, upload, and download, and assign Roles that determine which modules a user can see. Team members work in the same company space, with access suited to their work.
Admins can add custom modules and fields such as drop-downs, dates, currencies, URLs, lookups, and user references. Place fields in named one- or two-column sections and rearrange built-in and custom fields in the Page Layout editor. Departments and regions help organize user profiles, and the Support icon opens a ticket when an admin needs help.
Reports · Search · Data
Find answers in the records you already keep.
Search across module lists to find the record you need. Review standard reporting, including the Deal pipeline, and create custom reports for the questions your company asks most often. Company admins create and edit reports; users with access can view them.
Move data through CSV and Excel workflows. Public record IDs make it possible to export records, edit a saved file, and upload changes to matching records. Upload and download are separate profile permissions, so an admin can allow a user to export data without granting import access.
- Searchable module lists
- Standard and custom reports
- CSV and Excel data workflows
- Independent upload and download access
How it works
From first conversation to what comes next.
Bring in relationships
Create or import Leads, Accounts, and Contacts. Connect people to the right company and keep context together.
Move the work
Track Deals, log Activities, add Tasks, and stay close to every follow-up.
Quote and learn
Send a Quote to the right Contact, turn it into an Invoice, and use reports to see what is working.
Simple pricing
Two seats free. Add people when you need them.
Additional seats are $25 per seat per year, up to 200 total people in a company workspace. See examples and answers to common questions on the Pricing page.
View pricing →Ready now? Start free