Contact management software
Build one list of your customers. Not four.
One record per customer, with their details, notes, chats, tasks and deals, and a search that finds them by name, tag or number.
30 minutes. You choose the day and the time.
- DetailsWei Ling Tan, phone and email, Company: Lumen Studio
- Tagscondo, Bishan, referral
- ActivityToday, WhatsApp: "Can we push the site visit to Saturday?" Then 30 Oct, note: "Wants oak, not walnut."Newest first
- DealsLiving room S$14,800, open. Study S$4,200, won.2 deals
- NextFollow-up tomorrow
Where they live now
Your customers are in your phone, a sheet and a notebook. Get them out first
Wei Ling's number is in your phone, her budget is in a spreadsheet and the wood she wants is in a notebook in the van. When she calls, you need all three, and nobody else on your team has any of them.
01The record
One record per customer, not one per app.
Each customer gets one record: their details and tags, the WhatsApp chat once your number is linked, notes, tasks, appointments and deals. Add the fields your business needs, like Budget or Unit size.
- Details, tags and your own fields
- Chats, notes, tasks and appointments on their own tabs
- Deals with their amounts in S$
Daniel Tan
+65 9170 2286 · Owner Michelle Ong
6
messages
2
open tasks
1
meeting
9
activity
NEXT
Task: chase the kitchen quote
02Search
Find the right customer in seconds.
Type a name, a tag or part of a number and the list narrows as you type. Search reads names, stages, tags and your own fields, and finds a number however it was written.
- Names, tags, stages and your own fields
- Phone numbers, typed with spaces or without
- Saved views for the lists you open every day
- SearchEvery customer, before you type12
03Last time
See what happened last, before you call.
The Activity tab puts chats, notes and events in one line, newest first. Filter it to just the messages or just the notes, or press Generate for an AI summary of the record.
- All, Messages, Notes or Events
- The next follow-up, appointment or task, on top
- Related customers, by shared tag or source
- On topNext: chase the kitchen quote2d overdue
- All, newest firstQuote sent: Kitchen, S$18,4009d
04Companies
Keep a company's people on one page.
Add a Company field and each company gets its own page: how many of its people you know, their open and won deals in S$, and each person's stage, next step and last message.
- Built from the Company field on your cards
- Open and won deal totals for the company
- Each person's stage and next step
- Kumar Pillai's cardCompany: Harbour Lane DentalThe Company field
05Your way
Sort customers by tags, stages or your own fields.
Tags are words you type, like condo or referral. Managers can rename, merge or recolour them later, or remove one from every card at once. Stages and your own fields sort the rest.
- Tags you make up as you go
- Rename, merge and recolour them later
- Filter by any field, and save the view
- Mrs WongTags typed: hdb, referralMade up as you go
- Alvin GohTags typed: condo, referalA typo, now a tag too
06Your team
Share the list with your team, to read or to edit.
Share a pipeline with a teammate to view it, work on it or manage it. Who can download it is a separate choice, so a new hire can call customers without taking the list home.
- View, use or manage, per pipeline
- Downloading is its own permission
- Their customers stay when someone leaves
- Michelle OngRuns the quotes and the pipelineManage
And the rest
And the small things that keep it tidy
Goes well with
Build one customer list this week.
Start with the contacts in your phone and the spreadsheet you keep.
30 minutes. You choose the day and the time.
Before you move them in
What should you check before moving your contacts in?
Which columns your spreadsheet has, and whether the same person appears twice. Columns match to fields as you import, and repeats in the file fold into one customer.
Your phone knows a name and a number. It doesn't know the quote you sent, what they said last week or when to call back, and nobody else on your team can see it.
No. A company page is built from the Company field on your cards, so you see its people together without keeping a second list.
Only the pipelines you share, at the level you choose: view, use or manage.
It runs in your phone's browser, laid out for a phone. There's no App Store or Google Play app yet.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.