Palby CRM

Sales automation for cards and tasks

New enquiries get missed. Old quotes get forgotten.

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

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30 minutes. You choose the day and the time.

A renovation firm's automation for quotes
  1. Starts whenA card lands in Quote sent
    Card Lands on Your Board
  2. Create a Task"Chase the quote", due in 3 days, on your list and on the card
    The chase, already on your list
  3. Add or Remove TagsAdds "quote-out"
  4. Tell the Team"Daniel Tan's kitchen quote is out" to your team's alert number
    The customer isn't messaged
8 card triggers
from a stage move to a note added
5 triggers
per automation, at most
90 days
before or after a date on the card

A busy week

Your team is always busy, but the quotes still go unchased

Everyone means to chase the quote. Then a site visit runs long, and the chase becomes next week. The fix isn't working harder. It's having the board put the chase on someone's list the moment the quote goes out.

Stage moves
01After a quote goes out, the chase is already on your list.
Gone quiet
02Catch the card that has gone quiet.
Dates
03Before a date on the card, the reminder's already set.
Won and lost
04Close the deal, and the next steps land on your list.
Guard rails
05Follow up on time, without marking anyone lost for going quiet.

01Stage moves

After a quote goes out, the chase is already on your list.

Pick a stage and what happens when a card lands in it. Move Daniel to Quote sent and a task to chase it appears on your list, due in three days, linked to his card.

  • Starts when a card is added to a stage, or moved into it
  • Create a task with a due date and a note
  • Move the card, set a detail or add a tag
Automation - quotes
  1. Starts whenA card is added to Quote sent, or moved into it
  2. Create a TaskChase the quote, due in 3 days, with a note
  3. Add or Remove TagsAdds "quote-out"

02Gone quiet

Catch the card that has gone quiet.

Every stage can flag a card that sits with no activity, after 14 days unless you change it. An automation can start on that flag, so a quiet quote gets a task and a note to your team, not another week of silence.

  • Your own quiet limit per stage, 1 to 365 days
  • Won and lost stages are never flagged
  • Notes, done tasks, chats and stage moves count as activity
Quote sent - quiet cards
  1. Quote sentFlag a card after 14 days with no activity
    Your limit, 1 to 365 days
  2. Siti RahmanQuote sent, S$12,800. No note, done task, chat or stage move14d

03Dates

Before a date on the card, the reminder's already set.

Any date on the card can start one: a warranty end, a move-in day, a birthday. Choose how many days before or after, and whether it happens every year or just once.

  • Up to 90 days before or after the date
  • Yearly, like a birthday, or one time, like a handover
  • Never before the date first comes round
Automation - warranty end
  1. Starts30 days before Warranty end, a date on the card
    Up to 90 days before or after

04Won and lost

Close the deal, and the next steps land on your list.

Mark a deal won and the follow-on work starts: a task to book the job, a tag for the customer, a row in your Google Sheet. A lost deal can start its own steps too.

  • Starts when a deal is marked won or lost
  • Or when a task is done or goes overdue
  • Or when someone adds a note to the card
Grace Lee - Bathroom, S$9,600
  1. Starts whenA deal is marked won
    A lost deal can start its own steps

05Guard rails

Follow up on time, without marking anyone lost for going quiet.

An automation started by silence, a date or an overdue task can't move a card to Lost. The app's own words: "Silence is not a no. Move it to Lost by hand." Waiting customers stay in your pipeline until a person decides.

  • Moving a card to Lost stays a person's job
  • Wait steps hold for minutes, hours or days
  • If / Else sends each customer down the right path
Automation - quiet quotes
  1. Starts whenSiti Rahman's card goes quiet in Quote sent

And the rest

Start with one rule, then add the next

Up to 5 triggersOne automation can start from several events.
7 days by defaultA customer stays in an automation for a week, or up to 90 days if you choose.
Google SheetsAdd a row to your sheet when a job is won.
Details and tagsChange a detail, or add and remove tags, as a step.
New dealsPut a deal on the card, with a name and an amount in S$.
Tell the TeamSend your team a note about the card. The customer never sees it.

Goes well with

Stop checking the board for what to do next.

Start with one automation: a task to chase every quote.

Book a walkthrough

30 minutes. You choose the day and the time.

Before you switch one on

Worried an automation does the wrong thing?