Palby CRM

CRM calendar

Stop flipping between your calendar and your customer list.

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.

Book a walkthrough Try a sample pipeline

30 minutes. You choose the day and the time.

A renovation firm's calendar by Next activity, November
  1. Mon 3Daniel Tan, Grace Lee
    Follow-ups due
  2. Tue 4Mrs Wong
    Follow-up: book the site visit
  3. Thu 6Farid Ismail, Ravi Kumar, Jason Lim
    and 2 more
  4. Switch toBirthday, Date added or any date field
    One date at a time
1 month
on one screen, Monday first
Any date
on the card can set the calendar
15 to 120 minutes
for each meeting

Two places

Meetings fall out of the pipeline when the calendar lives apart

The site visit is in your phone's calendar. The quote, the budget and the chat are somewhere else. So you open three apps before you knock on the door, and the follow-up after it never gets a date.

The month
01See the month's follow-ups at a glance.
Meetings
02Keep each meeting on the customer's record.
Your team
03See your whole team's day on one calendar.
Your phone
04Add the meeting to your own calendar in a tap.

01The month

See the month's follow-ups at a glance.

Switch any pipeline to Calendar and each customer sits on the day of their next follow-up. Tap a name to open the record, or set the calendar to go by another date on the card.

  • A month at a time, Monday first
  • Three names a day, then "and N more"
  • A list of days on your phone
  • Or by Date added, Birthday or any date field
Calendar - November
  1. Renovation jobs, by next follow-upNovember, a month at a time, Monday first
  2. Sun 2Daniel Tan

02Meetings

Keep each meeting on the customer's record.

Add an appointment on the customer's record, with a title, start and end time, place and notes. Mark it Completed, Cancelled or No show afterwards, so the record says what happened.

  • Starts at tomorrow, 10am, for an hour, until you change it
  • 15 minutes to 2 hours
  • Scheduled, Completed, Cancelled or No show
Mrs Wong - Appointments
  1. New appointmentStarts tomorrow, 10am, for an hour
    Until you change it

03Your team

See your whole team's day on one calendar.

With the inbox on, the team calendar shows everyone's appointments by list, week or day, a colour per person. Drag a meeting to move it, and filter to one person when you need to.

  • List, Week and Day views
  • Up to eight people side by side
  • Filter to one person's day
Team calendar
  1. Team calendarList, Week or Day. A colour for each person
    With the inbox on

04Your phone

Add the meeting to your own calendar in a tap.

Tap Add to calendar on an appointment and it saves to the calendar on your phone or computer, as a calendar file that Google, Apple and Outlook calendars all open.

  • One tap per meeting
  • Works with the calendar you already use
  • The record keeps the details
Mrs Wong - Site visit
  1. AppointmentSite visit, Tue 4 Nov, 3:00pm to 4:00pm
  2. Place and notesTampines. Bring the tile samples
    Kept on the record

And the rest

Details that keep the day straight

Singapore timeEvery appointment time is Singapore time, and the screen says so.
WhereA place or a video link, in the same box.
NotesWhat to bring, kept on the meeting.
What's nextThe card's Next line shows the meeting when it's the nearest thing.
Week viewThe team calendar's week view is on a computer, and phones get the list and the day.
Drag to moveMove a team meeting by dragging it to a new time.
BirthdaysSet the calendar to your Birthday field and they repeat every year.

Goes well with

Plan the week from the customers, not the calendar app.

Open your pipeline as a calendar and look at next week.

Book a walkthrough

30 minutes. You choose the day and the time.

Before you plan the week

Will it sync with Google Calendar?