Bring them in. Follow up. Track. See what they've paid.

One record per customer, with their details, notes, chats, tasks and deals, and a search that finds them by name, tag or number.

Save your spreadsheet as a CSV, check how the columns matched and import. Wrong file? Undo it within a day.

Take a photo of the card, check what it read and save the contact, with a follow-up date while you still remember them.

Read and reply to WhatsApp without leaving the customer's record, and keep the chats when someone leaves.

Each enquiry keeps where it came from, a score that shows its working and a next step, so you know who to call before the others go cold.

If you've imported the same spreadsheet twice, or added someone who was already there, Palby finds the pairs and merges each into one card, with every note kept.

Give each customer a follow-up date as you finish the call. On the day, they're on your list, and with alerts on, a reminder reaches your phone.

Save the filters you keep setting as a view. Ten come ready on every pipeline, and Next activity due is the first.

See who you haven't spoken to in a month, whose birthday is today and the date that matters to them, before they drift to someone else.

Put any date on your cards on a calendar, keep each meeting on the customer's record and add it to your own calendar in a tap.

Notes, finished tasks, stage moves and WhatsApp chats sit in order on each customer's record, so whoever calls next knows what was said.

When a card moves, goes quiet or reaches a date, the next step happens: a task, a stage, a note to your team.

Every customer is a card on a board, in the stages your trade uses. Drag it when they move, and see what's open, won and stuck.

Add what each customer paid and see this month's total against your goal. Send a payment link from your own Stripe, and the card updates when they pay.

Start from a ready-made dashboard and see this month's quotes, wins and lost reasons, with the customers behind every number.

See what's been paid this month, how many jobs it took and the average per job, against the goal you set for the year.

Your team quotes from the same prices, and each deal's value comes from the products on it.

Palby scores every customer from 0 to 100 from what they've done, and shows the working, line by line.

Your front desk works this week's enquiries, your manager sees every pipeline, and only the people you pick can download the list.

Turn on Share out, and each new card on a pipeline goes to the next person in turn, or to whoever has the fewest open. Anyone marked Away is passed over.

Add the fields your customers' details need, name the stages the way you sell, and make the must-haves required. No IT team.

You don't have to dig through chats and email for a customer's files. They're on the customer's record, beside the notes.

Yes, no or not recorded, channel by channel, with the date and how. When someone asks whether a customer agreed, the answer is on the card.

Open a customer you haven't spoken to in weeks and get the gist of their chats, notes and tasks before you call.