Customizable CRM
Make the CRM fit how you sell, not the other way round.
Add the fields your customers' details need, name the stages the way you sell, and make the must-haves required. No IT team.
30 minutes. You choose the day and the time.
- Student nameText
- LevelDropdown: P4, P5, P6, Sec 1
- Trial classDate and timeRemind me: once, on the date
- Fee per monthCurrency, S$Needed to enter Enrolled
Off the shelf
Is your CRM too rigid for how you sell?
The last CRM wanted a Company and an Industry for every parent who asked about P5 maths. It had no box for the child's level. So the details went back into a spreadsheet, and the CRM went quiet.
01Fields
Store the details you need to know about each customer.
A parent rings about tuition and you ask the same three things: the child's level, the subject, the school. Add a field for each, pick its type, and it's on every card in that pipeline.
- Text, numbers, S$ amounts, dates and times
- Dropdowns and multi-selects with your own options
- Phone, email, link, checkbox, a 1 to 5 rating, a teammate, a linked contact or a file
- You always askThe flat type, which rooms, and the budget
02Stages
Stages named the way you talk.
Your team says "Trial booked", not "Qualified". Start from the stage set for your trade, then rename, reorder and recolour the stages until the board talks the way you do.
- Eight stage sets to start from
- Rename and reorder any time
- Delete a stage and its cards move to the one you pick
- Stage setPicked one of the eight sets to start from
03Must-haves
Capture the details that matter before a card moves.
Last term, three students were marked Enrolled with no fee on the card, and you only found out when the month didn't add up. Pick up to ten fields a stage needs, and moving a card in asks for the missing ones first.
- Set per stage, under Needed to enter
- Any field, the deal value or the next follow-up
- A view of every card missing a required field
- Job booked, Needed to enterDeal value, start date, next follow-upUp to ten fields
04Views
Save the view you need, with only the columns you use.
Every week you want the same list: P6 students with no trial booked. Hide the columns you don't need, filter to just those cards and save it as a view. Next week it's one tap.
- Hide a column in one view, keep it in the others
- Filters that match all of your conditions, or any of them
- Ten ready-made views on every pipeline
- FilterStage is Quote sent, and no next follow-upMatch all
05Dates
Turn any date field into a reminder.
The trial class is coming up, and you'd like to know in time. Set the date field to remind you once, or every year for something like a birthday, and an email arrives on the day and seven days before.
- Every year, or once
- An email on the day and a week before
- Birthdays shown on the calendar every year
- Hacking dateKumar Pillai: 12 NovRemind me: once
And the rest
Small settings that make it fit your trade
Goes well with
Make the CRM fit how you sell, starting this week.
Start with the stage set for your trade, and add the three fields you ask every customer.
30 minutes. You choose the day and the time.
Before you set it up
Do you need an expert to set it up?
No. Start from your trade's stages, add the fields you ask about, and change them as you go. Everything on this page is set from the board itself.
Yes. Rename a field, reorder it or hide it in a view whenever you like.
Not yet. Days in stage, the score and expected close are worked out for you, and column totals sit at the foot of the grid.
There's no set limit, and each pipeline keeps its own.
Each view shows only the columns you pick, so a long list of fields doesn't mean a long screen.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.